In 3 Years, Your Advisor Might Be an AI. Here’s Why

In 3 Years, Your Financial Advisor Might Be an AI. Here’s Why

Can AI Replace Your Financial Advisor?” Based on insights by Alexis Calla & Sandeep Mukherjee

A new wave of AI-driven advisory tools is reshaping wealth management. According to Alexis Calla and Sandeep Mukherjee, by 2027, these tools will become the primary source of advice for retail investors, with 80% adoption by 2028 (Deloitte).

Yet the real breakthrough isn’t about replacement — it’s augmentation.

Research from MIT and the Ontario Securities Commission shows that investors are becoming more open to AI-generated recommendations, especially when combined with human oversight.

AI can analyze faster, detect trends earlier, and offer consistent recommendations. But it still falls short on empathy and cultural nuance — key ingredients in trust.

The winning model? A hybrid system where AI scales insight and humans deepen relationships.

At Zurique Capital, this is exactly what we’re building: interpretable AI that empowers strategic advisors and creates client relationships built on both precision and trust.

What do you think — will trust in AI ever match trust in humans? Would you trust an AI to manage your wealth?

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Disclaimer

This post is for informational purposes only. The information contained in this Report is not legal, tax, or investment advice. The Wall Street Insider Report and Zurique Capital Research do not endorse or recommend any investments and assume no liability for any consequence relating directly or indirectly to any action or inaction taken based on the information contained in this article.

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About Zurique Capital Research

Zurique Capital Research is a global provider of independent investment research, solutions and tools. Founded in 2018, Zurique Capital helps clients around the world make systematic investment decisions. Our experienced strategists and analysts use Market Cycles strategies with trend following overlay, the Alpha Hedge Algorithm, charts, proprietary indicators and weight-of-the-evidence methodology to help clients see the signals and invest with confidence. Zurique Capital is headquartered in Orlando, Florida, with offices in New York and Recife, Brazil.

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