Connected Wealth Data Hub

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.

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.

Firms that modernize with intent—connecting workflows, strengthening data, and embedding responsible automation—are redefining what it means to win the advisor workday.