Advisors are shifting into the role of data curators, guiding clients through an overwhelming sea of financial information by filtering and contextualising insights that support more informed investment decisions. With so much market data now accessible, the role of the advisor is less about access and more about clarity—helping clients separate the signal from the noise.
Technology is also transforming wealth management, with AI driving more self-service options and enhancing decision-making. These changes are reshaping the advisor-client relationship, blurring the boundaries between human expertise and digital tools, while maintaining the vital need for trust and transparency in client interactions.
The industry is navigating mounting pressures from regulation and generational shifts. Firms must balance compliance obligations with innovation, adapting to client expectations shaped by digital-first experiences. Younger investors, raised on platforms like Netflix and Google, expect seamless, intuitive, and highly personalised financial services.
Against this backdrop, LSEG has launched Wealth Insider Insights, an interview series exploring the future of wealth management. In one conversation, LSEG global head of wealth solutions Sune Mortensen outlined how advisors, clients, and firms are adapting to technological, regulatory, and generational forces reshaping the industry.
Mortensen said the role of advisors has fundamentally changed: “With the explosion of available market data, the challenge is no longer access, but curation. Advisors must now focus on filtering and interpreting the right data to deliver relevant, actionable insights to clients.” This shift aims to build confidence and empower clients in decision-making.
On how investors consume data, Mortensen said the pandemic accelerated engagement with market analytics among both advised and self-directed investors. He emphasised the importance of “filtering the noise and delivering the right signals,” noting that investors are not always rational and need support to make more informed choices.
Technology, particularly AI, is becoming central to this transformation. Mortensen said, “AI will be a game changer. It can simulate human interaction, assist in decision-making, and enhance the overall experience.” He also highlighted visualisation tools as critical in helping investors process complex information, while pointing to quantum computing as a future disruptor for asset allocation and data analysis.
The shift toward self-service creates a new challenge—ensuring clients are empowered without compromising responsibility. Mortensen stressed the need for transparency and consistency across all touchpoints, whether digital or in-person, so clients can easily distinguish between advice, information, and context.
Mortensen said the future will be shaped by the interplay of technology, public expectations, and regulatory frameworks, with success hinging on firms’ ability to define and deliver distinctive client experiences. Ultimately, the industry’s evolution will rest on its ability to build consistency and trust while adapting to disruption.
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