What’s the state of wealth management technology in 2025?
In this episode, Mark Wickersham sits down with Michael Rose, Director of Wealth Management Research at Cerulli Associates, to unpack the latest research and trends shaping the industry.
We cover:
✅ The current state of U.S. wealth management technology
✅ Why CRM and digital marketing tools remain underutilized
✅ Integration challenges facing advisors and firms
✅ How AI is beginning to transform advisor efficiency and client engagement
✅ Shifts in pricing, service models, and client expectations
Michael brings a unique perspective — combining a decade as a financial advisor with his role leading Cerulli’s wealth management research team. This is a data-driven look at where wealthtech is today and what’s next.
🎥 Watch on YouTube: https://youtu.be/wfJ-UvWaE6w
About Michael Rose
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.
About Cerulli Associates
For over 30 years, Cerulli has provided global asset and wealth management firms with unmatched, actionable insights.
Headquartered in Boston, Cerulli Associates is an international research and consulting firm that provides financial institutions with guidance in strategic positioning and new business development. Our analysts blend industry knowledge, original research, and data analysis to bring perspective to current market conditions and forecasts for future developments.
About The WealthTech Podcast:
The WealthTech Podcast is a bi-monthly interview series hosted by Mark Wickersham. Each month we present conversations with various industry leaders that focuses on the challenges family wealth firms face with technology, people and process. The podcast is produced by Brad Oliver.
The WealthTech Podcast is brought to you by the generous support of Risclarity. Risclarity fills the technology gaps family wealth firms face when serving the complex needs of ultra-high net worth families.
Disclaimer
Information provided is for educational purposes only. Opinions expressed and estimates or projections given are as of the date of the presentation there is no obligation to update or provide notice of inaccuracy or change.
