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2025 Connected Wealth Report 

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

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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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2025 Connected Wealth Report

Eighty-five percent of advisors say generative AI is helpful to them in their practice. The latest edition of Advisor360°’s award-winning series explores how firms can use technology to attract advisors and grow business.  

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Connected Wealth Reports designed for your needs

2025 Connected Wealth Report

Special Edition

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

2024 Connected Wealth Report

Technology Trends 2024

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92% of the advisors say they would switch firms over bad tech.

2024 Connected Wealth Report

AI & the Next-Gen Advisor

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64% of respondents consider generative AI to be of help to their practice.

2023 Connected Wealth Report

Client Edition

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2023 CWR Client Edition

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

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