B
Evidence Grade B
Graded
accuracy verified by the review judge
Safe to Cite
Current
40%
40% -- share of rias struggling with technology adoption for RIAs (2026)
40% of RIAs struggle with technology adoption.
Attribution:
View source
Lighthouse Research Team
Last verified:
·
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Source verified
Evidence graded
Value
40%
Unit
Percentage
Data Vintage
2026
Entity
Sample Size
100
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
95
Source Trust
60
Citation Chain
20
Independence
30
Methodology
45
Freshness
95
Source
Datos Insights
Primary
Tier A
https://www.practifi.com/blog/ai-without-crm-is-just-noise/ ↗
Source Article
New Research: AI Without CRM Is Just Noise
The Intelligent Firm | Part 2 of 9
New research from Datos Insights surveyed 436 financial advisors and 71 wealth management executives. The findings dismantle the narrative that AI will replace CRM.
5.92/7
CRM value score among RIA advisors, the second-highest rated tool in the stack
48%
of RIAs pr…
Original Research
Datos Insights
· Original study ↗
Methodology
Datos Insights survey
Methodology documented
Segmentation
Industrymarketing
Cite this stat
Plain Text
RIAs: 40% share of rias struggling with technology adoption. Source: Datos Insights (2026). Via Lighthouse Intelligence -- https://lighthousedata.io/data/ria-technology-adoption-struggle-2026
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<blockquote cite="https://lighthousedata.io/data/ria-technology-adoption-struggle-2026" style="border-left:3px solid #2563eb;padding:12px 16px;margin:16px 0;font-family:system-ui,sans-serif;background:#f0f4ff;"><strong>40%</strong> -- share of rias struggling with technology adoption for RIAs<br><small>Source: Datos Insights (2026) · <a href="https://lighthousedata.io/data/ria-technology-adoption-struggle-2026" target="_blank" rel="noopener">Lighthouse Intelligence</a></small></blockquote>
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