0425 Wealthtech hero
Webinar Recording

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, CFP, MST

Michael Rose, CFP, MST

Director

Bio →

Michael Rose, CFP, MST

Michael Rose, CFP, MST

Director

Michael is a Director and co-head of Cerulli’s Wealth Management practice where he leads a team of analysts dedicated to developing data and insights to support Cerulli’s published research and consulting business. Michael specializes in research and consulting related to the delivery of wealth management services by broker/dealers in addition to wealth management technology utilized across all channels and he is the lead author of Cerulli’s U.S. Broker/Dealer Marketplace and State of U.S. Wealth Management Technology reports. Michael regularly engages with key constituents across the wealth management ecosystem, including financial advisors, wealth management firms, asset management firms, and technology providers, in order to measure key market characteristics and to advise executives.

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 market researcher and consultant for IDC, where he was responsible for researching trends within the infrastructure software marketplace and advising senior business executives on technology and product strategy.

Full biography here.

Access the Recording

Submit your information below to access the webinar.

You May Also be Interested in:

  • Annual report
  • The Cerulli Edge

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.