NEW YORK — October 9, 2025 — AdvisorFinder and U.S. News & World Report today released findings from the inaugural U.S. News-AdvisorFinder Advisor Outlook Index, a quarterly survey designed to capture financial advisors' perspectives on market conditions, client financial wellness, and industry trends.
The survey, conducted between July 29 and August 21, 2025, gathered insights from financial advisors across both networks, revealing a broadly optimistic outlook despite ongoing economic uncertainty and market volatility.
The Advisor Outlook Index gives voice to the professionals who work directly with Americans navigating their financial futures. While headlines often focus on worst-case scenarios, advisors on the ground are seeing clients make meaningful progress toward their goals through disciplined planning and long-term thinking.
— Jason Friedman, Founder & CEO
Key findings from the inaugural survey include:
- 72% of advisors believe clients are better positioned to reach retirement goals over the next 12 months, despite concerns about Social Security and market volatility
- 50% anticipate improved tax burdens for clients, following the passage of new tax legislation
- Over 80% of advisors report using artificial intelligence in their practices, primarily for administrative tasks and client communications
- Advisors expect significant AUM growth, with 59% projecting growth exceeding 10% in the next 12 months
The Advisor Outlook Index will be conducted quarterly, providing regular insights into how financial advisors view evolving market conditions, policy changes, and client financial wellness. The next survey is scheduled for early 2026.
For more information, visit AdvisorFinder.com.