Vanguard survey shows 72% of advisors lack time for client relationships despite AI tools

• A Vanguard survey found 72% of US financial advisors lack time for prospecting or deepening client relationships despite wider technology use.
• AI use stayed concentrated in low-risk support work: 38% draft emails, 35% research, 27% take meeting notes.
• Compliance or home-office resistance led AI barriers at 37%; 34% cited limited time to learn new tools.
• Model portfolios gained traction as a scalability tool; 68% prioritized performance and track record, 51% focused on cost.
• About 32% still manage portfolios entirely in-house, signaling slower adoption of outsourced portfolio implementation.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. The Vanguard Group Inc. published the original content used to generate this news brief on September 15, 2026, and is solely responsible for the information contained therein.