B Evidence Grade B Graded accuracy verified by the review judge Safe to Cite Recent

78%

78% -- advisors reporting increased client technology expectations for Financial advisors (2025)

2025  · rfgadvisory.com

78% of advisors reported that client technology expectations increased significantly over the past three years.

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Attribution: rfgadvisory.com View source
Lighthouse Research Team
Last verified:  ·  How we verify data →
Source verified Evidence graded
Value
78%
Unit
Percentage
Data Vintage
2025
Entity
Financial advisors
B
Strong, reliable evidence

Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.

61/100 confidence

Single source - not yet corroborated

Extraction
50
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
rfgadvisory.com Primary Tier C
https://rfgadvisory.com/blog/risk-of-standing-still-for-independent-broker-dealer-advisors/ ↗
Confidence: 48/100 Vintage: 2025 Channel: Deep Crawl
Source Article
The Risk of Standing Still for Independent Broker-Dealer Financial Advisors
Why Standing Still Is the Biggest Risk In a financial landscape that’s evolving rapidly, standing still has become one of the riskiest strategies of all. Client expectations are becoming more demanding, digital transformation is accelerating, and regulatory complexity continues to rise. The Advisor …
Original Research
rfgadvisory.com · Original study ↗

Cited as 'a recent study'; original survey not named

Methodology documented
Industrymarketing
Plain Text
Financial advisors: 78% advisors reporting increased client technology expectations. Source: rfgadvisory.com (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/advisors-client-tech-expectations-increased-2025
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<blockquote cite="https://lighthousedata.io/data/advisors-client-tech-expectations-increased-2025" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>78%</strong> -- advisors reporting increased client technology expectations for Financial advisors<br><small>Source: rfgadvisory.com (2025) · <a href="https://lighthousedata.io/data/advisors-client-tech-expectations-increased-2025" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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