Published 7 days ago • loading... • Updated 7 days ago

The Wealthy Are Dissatisfied With Their Financial Advisors. What Are They Looking For?

Summary by Forbes

The Forbes Research 2025 High Net Worth Study reveals 97% of affluent investors now use AI in their financial strategies.

The Forbes Research 2025 High Net Worth Study reveals 97% of affluent investors now use AI in their financial strategies.

7 days ago·United States

A financial professional can help you navigate your financial journey or steer you wrong, so know how to choose a financial advisor.

7 days ago

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Forbes broke the news in United States 7 days ago on Monday, July 14, 2025.

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