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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

See How Your Technology Stacks Up Against Peers and Competitors

The 2025 edition of Advisor360°’s award-winning report highlights the role of technology and generative AI in advisor productivity and efficiency.

Download the Connected Wealth Report
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AI’s promise for advisors is immense. This is a moment of profound opportunity—not just for efficiency gains, but for using innovation to redefine the advisor-client relationship in ways that build trust, deepen connections, and create sustainable growth.”

Darren Tedesco | Advisor360˚ president

Darren Tedesco

Advisors are all-in for generative artificial intelligence

3 out of 4 advisors say gen AI is already boosting their business

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Advisors share their top tech issues

What are the key challenges you face with the technology set-up at your firm?
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Drive better business decisions with the 2025 Connected Wealth Report

Advisor preferences and perceptions about technology present an opportunity for growth-minded firms. To recruit top advisors and their clients, wealth management firms need to embrace and invest in technology that:

  • Boosts advisor productivity
  • Enhances firm growth and efficiency
  • Engages current and future clients
Access the full report
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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, on average, $2 billion in assets – individually or as part of a team – and hailed 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