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2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

2025 Connected Wealth Report: AI Edition

Artificial intelligence and the future of wealth management

With AI now a defining feature of wealth management, Advisor360˚ surveyed 300 financial advisors to determine how they are using it to serve clients and compete.

Download the Connected Wealth Report—AI Edition
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The case for digital transformation has never been clearer—and AI is at the heart of it. Our research shows that the true promise of AI isn’t in replacing human judgment—it’s in amplifying it. The most forward-thinking firms are positioning AI as a co-pilot: streamlining operations while empowering advisors to deepen their craft and deliver more personalized, meaningful client experiences.”

Darren Tedesco | Advisor360˚ president

Darren Tedesco

How are Advisors Using Generative AI Today?
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AI CWR data graphs_42 meeting productivity
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Generative AI Is Transforming How Advisors Work  
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What Top Firms Are Doing Differently: Insights From the 2025 Connected Wealth Report—AI Edition

As market and client demands evolve, advisors can’t afford to let outdated technology hold them back. Our latest AI Connected Wealth Report reveals how leading firms are staying ahead—by embracing AI not as a buzzword, but as a practical tool for growth.

Inside, you’ll find answers to key questions, including:

  • How are top advisors using AI in their daily workflows?
  • What percentage of financial firms already have a defined AI strategy?
  • Which parts of your business are likely to see the biggest gains from AI?
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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