B
Evidence Grade B
Graded
under review
Safe to Cite
Recent
62%
62% -- ai adoption intent rate for independent financial advisors (2025)
Attribution:
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Lighthouse Research Team
Last verified:
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Source verified
Evidence graded
Value
62%
Unit
Percentage
Data Vintage
2025
Entity
Evidence Quality
B
Strong, reliable evidence
Sourced from a well-regarded research firm or industry leader with transparent methodology and a reasonably large sample.
Single source - not yet corroborated
Score breakdown
Extraction
75
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
McKinsey
Primary
Tier B
https://feeds.hexaviewtech.com/blog/cloud-platform-integration-data-services ↗
Source Article
Cloud Platform Integration for Data Services in Wealth Management & FinTech
Wealth management firms and FinTech companies today operate with data scattered across dozens of disconnected systems—custodian feeds from Schwab and Fidelity, portfolio management platforms like Orion, Salesforce CRM, Bloomberg market data terminals, and proprietary risk engines. Without a unified …
Original Research
McKinsey
· Original study ↗
Methodology
Cited from McKinsey research; methodology not stated
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
independent financial advisors: 62% ai adoption intent rate. Source: McKinsey (2025). Via Lighthouse Intelligence -- https://lighthousedata.io/data/independent-advisors-ai-adoption-intent
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<blockquote cite="https://lighthousedata.io/data/independent-advisors-ai-adoption-intent" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>62%</strong> -- ai adoption intent rate for independent financial advisors<br><small>Source: McKinsey (2025) · <a href="https://lighthousedata.io/data/independent-advisors-ai-adoption-intent" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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