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set to disrupt the financial advice business"
The 2026 Natixis Global Survey of Financial Advisors reveals five key challenges reshaping how advisors grow, compete, and deliver value.
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Download the report to explore deeper insights on:
- Managing investor behavior in volatile markets
- The evolving role of AI in portfolios and practices
- Competing in a digital-first advice landscape
- Winning the next generation of clients
- Planning for succession and long-term business growth
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Disclaimer
Natixis Investment Managers Global Survey of Financial Advisors conducted by CoreData Research between March and May 2026. Survey included 2,950 respondents in 23 countries throughout North America, Latin America, the United Kingdom, Continental Europe and Asia.
The views and opinions expressed may change based on market and other conditions. This material is provided for informational purposes only and should not be construed as investment advice. There can be no assurance that developments will transpire as forecasted.
Actual results may vary.
All investing involves risk, including the risk of loss. No investment strategy or risk management technique can guarantee return or eliminate risk in all market environments. The data shown represents the opinions of those surveyed and may change based on market and other conditions. It should not be construed as investment advice.
Natixis Distribution, LLC is a limited purpose broker-dealer and the distributor of various registered investment companies for which advisory services are provided by affiliates of Natixis Investment Managers.