2025 Connected Wealth Report

See How Your Technology Stacks Up Against Peers and Competitors

The 2025 edition of Advisor360°’s award-winning report highlights the role of technology and generative AI in advisor productivity and efficiency.

Download the Connected Wealth Report
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AI’s promise for advisors is immense. This is a moment of profound opportunity—not just for efficiency gains, but for using innovation to redefine the advisor-client relationship in ways that build trust, deepen connections, and create sustainable growth.”

Darren Tedesco | Advisor360˚ president

Darren Tedesco

Advisors are all-in for generative artificial intelligence

3 out of 4 advisors say gen AI is already boosting their business

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Advisors share their top tech issues

What are the key challenges you face with the technology set-up at your firm?
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Drive better business decisions with the 2025 Connected Wealth Report

Advisor preferences and perceptions about technology present an opportunity for growth-minded firms. To recruit top advisors and their clients, wealth management firms need to embrace and invest in technology that:

  • Boosts advisor productivity
  • Enhances firm growth and efficiency
  • Engages current and future clients
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About the research
Advisor360° surveyed 300 financial advisors at enterprise wealth management firms in the U.S. to better understand their perspective on how technology impacts the way they conduct business. Responses were collected via a telephone- and email-based survey fielded during September and October 2024. Survey participants self-identified as being responsible for managing – individually or as part of a larger team of advisors – an average of $2 billion in assets and hail from firms with an average AUM of $103 billion.

About Coleman Parkes
Coleman Parkes is a full-service B2B market research agency specializing in IT/technology studies, targeting senior decision-makers in enterprises across multiple sectors globally. For more information: research@coleman-parkes.co.uk