Research
Research library
Research worth an advisor's time from research firms, asset managers, regulators, central banks, academics and think tanks, each with a short summary in our own words, plus AdvisorIQ's own analysis.
As of Oct 8, 2026, the library lists 6 pieces from asset managers on practice management.
Titles marked with an arrow open on the publisher's site. How we choose.
Practice management
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The AI advice frontier: Use, trust, and the human edge (opens corporate.vanguard.com)
A Vanguard survey of 6,686 investors finds about 32% have used AI for financial guidance, but only 19% of them trust its accuracy. AI was far more likely to raise than lower the perceived value of a human advisor, and the paper suggests advisors lean into empathy and help clients use AI tools safely.
Topic: Practice managementcorporate.vanguard.com
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Five factors set to disrupt the financial advice business (opens im.natixis.com)
Natixis distills its 2026 global survey of 2,950 advisors into five pressures on the business, from clients moving to cash to digital competition and an aging advisor workforce. Advisors expect assets to grow about 12% a year, 43% expect AI tools for self-directed investors to become their main competitor within five years, and 77% see advisor retirements as an opportunity.
Topic: Practice managementim.natixis.com
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Internal succession planning: 5 key steps (opens ssga.com)
State Street's practice management team sets out five steps for handing a practice to someone already inside the firm, from choosing a single successor or a team to financing the sale when internal buyers lack capital. It recommends allowing at least five years, and up to 10, before a planned exit.
Topic: Practice managementssga.com
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Over 40% of U.S. financial advisors see wealth transfer as an existential threat to business, Natixis IM finds (opens im.natixis.com)
Natixis surveys advisors and investors on what happens to assets when wealth passes to heirs. Forty-one percent of US advisors call the wealth transfer an existential threat and 22% say they have already lost significant assets, while 47% of investors expecting an inheritance do not plan to keep the family's advisor.
Topic: Practice managementim.natixis.com
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Clients expect AI-savvy advisors. But fear not. (opens troweprice.com)
A T. Rowe Price survey of 182 advisors in January 2026 finds 83% use AI at least monthly but 77% do not consider themselves advanced users. The piece lays out a measured path for practices: start with one business need, build skills, assign responsibility and set review and disclosure rules for AI output.
Topic: Practice managementtroweprice.com
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Financial advice economics: What SEC filings reveal about costs and services (opens corporate.vanguard.com)
Vanguard used AI to read the Form ADV filings behind more than 26,000 US advice offerings and compare what firms charge with the services they describe. Digital-only offerings typically cost 40% less than hybrid ones, fees for similar services vary more than six-fold, and 65% of advisors also charge fixed fees.
Topic: Practice managementcorporate.vanguard.com
Editorial
How we choose
- Inclusion is editorial. No publisher pays to be listed, and none can.
- We leave out any piece that features or recommends a specific fund, ETF, model portfolio or other product.
- Summaries are AdvisorIQ's own words. We link to the original on the publisher's site rather than copy it.
- We do not list pieces behind a paywall or a registration form, or pieces from media outlets and advisor platforms; we link to the original source instead.
More in our editorial standards.