AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

By SquaredTown on November 21, 2025

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

A clear majority of firms now see AI as a key strategic priority moving forward Evolving shift in product preferences across private markets, active ETFs, and separately managed accounts to drive AUM growth over the next two years 87% agree that younger investors require different...

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