Planning and Progress: The State of WealthTech 2025
May 21, 2025
Understand the extent to which financial advisors leverage technology within their practices to perform the services they offer clients and to gain greater scale, efficiency, and deliver better investor outcomes. Cerulli’s Michael Rose, MST, shares Cerulli’s latest update on the wealth management technology market.
This strategic update provides a comprehensive overview of the range of services that advisors offer their clients and uncovers the diverse approaches advisors take to performing those services, including the extent to which functions are insourced or outsourced and what technologies they use to perform those services.
Presented by:
Michael Rose, MST
Director
Bio →
Michael Rose, MST
Director
Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.
Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.
Full biography here.
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