2025 marked a pivotal moment for wealth management. Technology is amplifying human advice, expanding access to complex products, and powering personalization at scale. Advisors are shifting from product navigators to relationship orchestrators, supported by AI, integrated platforms, and real-time data insights.

For firms, the opportunity is clear: those who leverage technology to build trust, transparency, and unique advice will lead the next era of wealth management.

Join our experts for the Wealth Management edition of the Technology Trends Previsory 2026 webinar series to explore the forces transforming advice in the coming year.

Register for a free account, or log in if you already have one, to access the webinar. If you're a Celent subscriber, you can access the full report here.