Business
AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds
Asset and wealth management firms are targeting AI-driven innovation, new products, and an enhanced client experience as key drivers of industry growth, according to a new survey from the Money Management Institute (MMI) and Broadridge Financial Solutions, Inc. (NYSE:BR).
About this update from Broadridge Financial Solutions, Inc.
[{"type":"list","items":[{"val":[{"type":"text","content":"A clear majority of firms now see AI as a key strategic priority moving forward ","length":79,"tagName":"p"}]},{"val":[{"type":"text","content":"Evolving shift in product preferences across private markets, active ETFs, and separately managed accounts to drive AUM growth over the next two years","length":150,"tagName":"p"}]},{"val":[{"type":"text","content":"87% agree that younger investors require different products and service models","length":78,"tagName":"p"}]}],"tagName":"ul","bulletedList":true,"length":307,"olType":false},{"type":"text","content":"NEW YORK, Nov. 21, 2025 /PRNewswire/ -- Asset and wealth management firms are targeting AI-driven innovation, new products, and an enhanced client experience as key drivers of industry growth, according to a new survey from the Money Management Institute (MMI) and Broadridge Financial Solutions, Inc. (NYSE:BR).","length":317,"tagName":"p"},{"type":"text","content":""As the investment management landscape continuously evolves, our annual survey, conducted in conjunction with Broadridge, demonstrates how asset and wealth management firms are re-writing the playbook," said Craig Pfeiffer, President & CEO of the Money Management Institute. "Findings from this year's survey underscore an industry in transition, where technology, talent, and client experience are shaping the next phase. Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations. Looking ahead to 2026, success will depend on firms' abilities to connect innovation with execution and deliver more customized, data-driven solutions that strengthen advisor and investor relationships across generations."","length":840,"tagName":"p"},{"type":"text","content":"In its third year, the annual MMI-Broadridge survey explores how MMI members are evaluating trends and challenges across four topics: business outlook, products and strategies, distribution, and artificial intelligence.","length":219,"tagName":"p"},{"type":"text","content":"AI has arrived and is starting to have an impact","length":48,"tagName":"p"},{"type":"text","content":"The findings around AI point to a clear shift from exploration to implementation as firms move rapidly to integrate the technology...