2026 Wealth Management Trend Report

GROWTH OPPORTUNITIES STILL EXIST, BUT THE WAY CLIENTS EVALUATE ADVISORS HAS FUNDAMENTALLY CHANGED. EXPECTATIONS AROUND SPEED, INTEGRATION, TRANSPARENCY, AND VALUE HAVE RISEN, WHILE FEE TOLERANCE HAS DROPPED. THIS REPORT OUTLINES THE TRENDS RESHAPING ADVISORY FIRMS IN 2026 AND OFFERS PRACTICAL GUIDANCE ON HOW TO STRENGTHEN CLIENT EXPERIENCE AND MODERNIZE DELIVERY.