Bloomberg Surveillance · Wednesday, September 23, 2026
The conversation explores the increasing acceptance of AI agents for managing personal finances, drawing parallels to the initial adoption of robo-advisors a decade ago. While initial robo-advisor accounts were smaller, the trend suggests a growing comfort with technology managing finances, potentially extending beyond younger demographics to older cohorts.
“When you ask that question, I think about maybe 15 years ago, we had the robo-advisors entering our orbit.”
“So I think there's probably a growing acceptance of this among even the older age cohort.”