Planning and Progress: The State of WealthTech 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. Join Cerulli’s Michael Rose, MST, for Cerulli’s latest update on the wealth management technology market.
This strategic update will provide 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.
- Date
- Wednesday, May 21
- Time
- 1:00PM EDT
- Where
- Virtual Event A link to the event will be sent upon registration
- Share the Event
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Featured Speakers
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.
This 45-minute session will provide:
- An overview of the competitive landscape for wealth management services, with sizing of assets under management and advisor headcount across key wealth channels
- An explanation of the range of services offered by advisor practices and how they are sourced and offered
- The technology used within financial advisor practices, key factors that influence these offerings, and the impact of technology use on key performance metrics
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May 21, 2025 | 1:00 PM ET
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