Connected Wealth Data Hub

2026 Connected Wealth Report: AI Edition

AI adoption in wealth management has reached a new stage of maturity. To understand how firms are using artificial intelligence in practice, Advisor360° surveyed 300 financial advisors on where AI is delivering value, where hesitation remains, and what it will take to scale responsibly.

The report reveals how advisors are balancing efficiency, risk, and trust—and why 74% now view generative AI as a benefit, not a threat.