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2026 Connected Wealth Report 

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

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2026 Connected Wealth Report

Rethinking the Advisor Experience in the Age of AI

AI has moved the goalposts in wealth management—but the real breakthrough isn’t another tool. It’s a better advisor experience.

In the 2026 Connected Wealth Report, Advisor360° surveyed 300 financial advisors across RIAs, broker-dealers, and banks to understand how rising expectations, fragmented systems, and embedded intelligence are reshaping the workday. The takeaway is clear: the industry’s next challenge isn’t getting more technology—it’s getting technology to work the way advisors do.

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Rethinking the Advisor Experience in the Age of AI: 2026 Connected Wealth Report cover

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The future of wealth management won’t be built by adding more tools—it will be built by rethinking the advisor experience from the ground up. AI is raising expectations for flow, connection, and scale. The firms that lead will be the ones that embed intelligence into the advisor’s day—elevating impact without compromising trust at the center of every client relationship.”

Jason Quinn | Chief Operating Officer, Advisor360°

Jason Quinn

Advisor Expectations for Technology Have Outpaced Reality

Nearly three in four advisors say their firm’s technology is outdated or in need of an upgrade—signaling the problem isn’t access to tools, but disconnected systems that create daily friction and limit impact.

72% say their technology needs an upgrade

74% say they aren’t getting full value from their tools

57% say automating routine tasks is the biggest benefit of AI

2026 Connected Wealth Report cover and two interior data pages

The 2026 Connected Wealth Report captures an industry in transition—where frustration meets opportunity and modernization becomes a competitive advantage. Inside, you’ll discover:

  • Why advisor tech dissatisfaction keeps rising
  • Where AI is delivering value now—and where confidence lags
  • What advisors will automate (and what they won’t)
  • How firms can build an AI-native, trust-centered advisor experience
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About the research

Advisor360° surveyed 300 financial advisors at registered investment advisors (RIAs), broker-dealers, and banks across the U.S. to better understand their perspectives on how technology is shaping their work. Survey participants self-identified as being responsible for managing, on average, $548 million in client assets—either individually or as part of a team—and worked at firms with a median AUM of $65 billion. The email-based survey was fielded in Fall 2025 by FUSE Research Network on behalf of Advisor360°. Advisor360° and FUSE are separate and unaffiliated organizations.

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2025 Connected Wealth Report

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

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74% of advisors say their tech is not fully integrated.

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74% of advisors say AI will help their business.

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88% of fee-based advisors are willing to switch firms over poor technology.