15 December 2025
Growth pressures, rising costs, regulatory demands and AI dominating every conversation. Wealth firms are facing challenges from every angle. The pace of change is unlike anything we've seen in years.
Joe Sullivan, Senior Director of Strategic Accounts – Wealth & Private Banking and Jules Bourdeaux, Principal Wealth Expert & GTM Lead broke down what's actually happening in the market. What good looks like heading into 2026. And how firms are scaling AI in ways that drive real business outcomes.
Why do 70% of next-gen heirs plan to leave their wealth advisors? Webinar recap and key takeaways
The wealth management industry faces an unprecedented challenge: $20 trillion transferring to the next generation, with 70% of heirs planning to switch advisors. This webinar recap explores why next-gen clients abandon traditional wealth advisors and how firms can adapt their digital and AI strategies to capture this massive opportunity.
The numbers that tell the story
70% of heirs won't retain their parent's advisor. Not because of poor service. Because the experience doesn't match next-gen expectations.
96% of advisors now want Gen AI tools to help them be more effective. The resistance is gone.
Firms implementing unified advisor experiences are seeing AUM per advisor increase up to 76%.
Most AI projects fail to reach production. Not because of the technology. Because of scalability issues and data problems.