The global wealth management sector is undergoing profound change as client demands, regulatory scrutiny, and technological innovation reshape how advisors operate. According to LSEG Data & Analytics’ Wealth Insider Insights series, financial advisors are moving beyond traditional advisory roles to act as curators of data, filtering vast streams of market information into actionable insights that clients can trust.
Sune Mortensen, global head of wealth solutions at LSEG, highlighted that access to information is no longer the challenge—rather, the issue lies in selecting and presenting the right signals from the noise. “Investors aren’t always rational, so the goal is to provide tools and insights that support more rational, informed decisions,” Mortensen said.
The shift in investor behavior has been accelerated by the pandemic, which saw both advised and self-directed clients engaging more actively with market data. Advisors must now offer clarity, confidence, and timing in their guidance, ensuring decisions are not clouded by information overload.
Technology is at the core of this evolution. Artificial intelligence is emerging as a “game changer,” capable of simulating human interactions, enhancing portfolio decision-making, and personalizing the client journey. Alongside AI, advanced visualization tools, and, longer-term, quantum computing are expected to significantly expand capabilities in asset allocation and data analysis.
Yet the rise of digital self-service comes with heightened expectations. Clients increasingly compare wealth platforms with consumer experiences offered by companies like Netflix or Google, demanding seamless integration across digital and face-to-face channels. Mortensen stressed that firms must carefully distinguish between advice, information, and background content while still delivering a unified client experience.
At the same time, compliance pressures are intensifying. Regulators are increasing oversight just as digital-first challengers target the profitability of traditional firms. While new entrants must move beyond gamified investment models toward sustainable wealth solutions, established players must innovate without eroding client trust.
Mortensen concluded that the future of wealth management will depend on blending technological innovation with transparency, consistency, and trust. Firms that can harness AI, analytics, and next-generation tools while maintaining credibility with clients will be best positioned to thrive in a fast-changing market landscape.
