Report

Top Trends in Wealth Management, 2026: Technology and Talent Redefine Wealth Management Service Boundaries

Shifts in technology and talent redefine service-delivery boundaries, and wealth management firms reimagine what advisors do, who they serve, and how they operate.
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The logic of the wealth management industry has been inverted. Brand prestige and distribution scale alone no longer determine winners. Technology platforms that enable advisor productivity and deliver superior client experiences are becoming primary drivers of dominance.

Clients of Datos Insights’ Wealth Management service can download this report.

About the Author

William Trout

William Trout

William Trout serves as Director of the Securities and Investments practice at Datos Insights, focusing on technology strategy and innovation in the capital markets. He has particular expertise in platform automation; data capture, storage and analytics; and portfolio management and optimization. Within the wealth and asset management arena, his interests include investment advisory and wholesaling and distribution services, as well...

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