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Connected Wealth Data Hub

Explore the digital evolution of financial services in the award-winning Connected Wealth Report series.

 
 

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2024 Connected Wealth Report: AI & the Next-Gen Advisor

With AI entering the mainstream, Advisor360° surveyed 300 mid-career financial advisors to gain insight into how they perceive its continued integration within our industry.

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Connected Wealth Reports designed for your expertise

2023 Connected Wealth Report
Client Edition
 

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52% of the Inheritance Generation want the ability to transfer funds online.

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2022 Connected Wealth Report


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65% of advisors have lost business because their tech let them down.

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Banking
Special Edition

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Examining data and key challenges surrounding bank trusts.

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Independent broker-dealer
Special Edition

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73% of IBDs have lost business due to outdated technology.

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RIA
Special Edition

RIA edition

 

43% of RIAs call their technology “in need of an upgrade".

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Insurance
Special Edition

Insurance edition

 

Targeting pain points insurance broker-dealers face with legacy technology.

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