AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds
Broadridge (NYSE:BR) and the Money Management Institute report survey findings on asset and wealth management priorities dated Nov 21, 2025. Key takeaways: firms are moving from AI exploration to implementation with 95% saying AI will positively affect the industry, 96% expecting improved per-employee productivity, and 61% calling AI a high strategic priority (up from 38% last year).
Product demand is shifting: respondents rank active ETFs (72%), private markets/alternatives (60%), and separately managed accounts (51%) as top growth areas. 87% say younger investors need different products, but only 30% are actively reorienting strategy. The survey sampled 142 MMI members between July 16–Sept 3, 2025.
Broadridge (NYSE:BR) e il Money Management Institute riportano i risultati di un sondaggio sulle priorità dell'asset e della gestione patrimoniale datati 21 novembre 2025. Punti chiave: le aziende stanno passando dall'esplorazione dell'IA all'implementazione con il 95% che ritiene che l'IA avrà un effetto positivo sull'industria, il 96% si aspetta una maggiore produttività per dipendente e il 61% la considera una priorità strategica elevata (in aumento rispetto al 38% dello scorso anno).
La domanda di prodotto sta cambiando: gli intervistati classificano ETF attivi (72%), mercati privati/alternative (60%) e conti gestiti separatamente (51%) come le principali aree di crescita. l'87% dice che i giovani investitori necessitano di prodotti diversi, ma solo il 30% stanno attivamente riorientando la strategia. Lo studio ha campionato 142 membri MMI tra 16 luglio–3 settembre 2025.
Broadridge (NYSE:BR) y el Money Management Institute presentan los hallazgos de una encuesta sobre prioridades en la gestión de activos y patrimonio con fecha 21 de noviembre de 2025. Puntos clave: las empresas están pasando de la exploración de IA a su implementación, con un 95% que afirma que la IA afectará positivamente a la industria, un 96% esperando una mayor productividad por empleado y un 61% considerando la IA una prioridad estratégica alta (en comparación con 38% el año pasado).
La demanda de productos está cambiando: los encuestados posicionan ETFs activos (72%), mercados privados/alternativos (60%) y cuentas gestionadas por separado (51%) como las principales áreas de crecimiento. El 87% dice que los inversores más jóvenes necesitan productos diferentes, pero solo 30% están reorientando activamente la estrategia. La encuesta contó con 142 miembros de MMI entre 16 de julio–3 de septiembre de 2025.
Broadridge (NYSE:BR)와 Money Management Institute은 2025년 11월 21일로 날짜가 표시된 자산 및 자산 관리 우선순위에 대한 설문 조사 결과를 보고합니다.
주요 시사점: 기업들은 AI 탐색에서 구현으로 이동하고 있으며, 95%가 AI가 산업에 긍정적인 영향을 미칠 것이라고 말하고, 96%는 직원당 생산성 향상을 기대하며, 61%는 AI를 높은 전략적 우선순위로 보고 있습니다(작년 38%에서 증가).
제품 수요가 변화하고 있습니다: 응답자들은 활성 ETF (72%), 사모시장/대체투자 (60%), 그리고 개별 관리 계좌 (51%)를 주요 성장 영역으로 꼽습니다. 87%는 젊은 투자자들이 다른 상품이 필요하다고 말하지만, 적극적으로 전략을 재정비하는 비율은 30%에 불과합니다. 설문은 2025년 7월 16일~9월 3일 사이에 MMI 회원 142명을 대상으로 진행되었습니다.
Broadridge (NYSE:BR) et le Money Management Institute présentent les résultats d'une enquête sur les priorités de la gestion d'actifs et de patrimoine datée du 21 novembre 2025.
Points clés : les entreprises passent de l'exploration de l'IA à sa mise en œuvre avec 95% estimant que l'IA aura un effet positif sur l'industrie, 96% s'attendant à une productivité par employé améliorée, et 61% considérant l'IA comme une priorité stratégique élevée (en hausse par rapport à 38% l'année dernière).
La demande de produits évolue : les répondants classent les ETF actifs (72%), les marchés privés/alternatifs (60%), et les comptes gérés séparément (51%) comme les principales zones de croissance. 87% estiment que les investisseurs plus jeunes ont besoin de produits différents, mais seulement 30% réorientent activement leur stratégie. L'enquête a recueilli les réponses de 142 membres de MMI entre le 16 juillet et le 3 septembre 2025.
Broadridge (NYSE:BR) und das Money Management Institute berichten über Umfrageergebnisse zu Vermögens- und Vermögensverwaltungsprioritäten vom 21. November 2025.
Kernpunkte: Unternehmen bewegen sich von der KI-Erkundung zur Umsetzung, wobei 95% sagen, dass KI die Branche positiv beeinflussen wird, 96% eine verbesserte Produktivität pro Mitarbeiter erwarten und 61% KI als eine hohe strategische Priorität ansehen (gegenüber 38% im letzten Jahr).
Die Produktnachfrage verschiebt sich: Die Befragten ordnen aktiven ETFs (72%), privaten Märkten/Alternativen (60%) und separat verwalteten Konten (51%) als Top-Wachstumsbereiche ein. 87% sagen, dass jüngere Investoren andere Produkte benötigen, aber nur 30% arbeiten aktiv an einer Neuausrichtung der Strategie. Die Umfrage umfasste 142 MMI-Mitglieder zwischen 16. Juli–3. September 2025.
براودريدج (NYSE:BR) ومؤسسة Money Management يذكران نتائج استبيان حول أولويات إدارة الأصول والثروات بتاريخ 21 نوفمبر 2025.
النقاط الرئيسية: تتحرك الشركات من استكشاف الذكاء الاصطناعي إلى تطبيقه مع أن نسبة 95% تقول إن الذكاء الاصطناعي سيؤثر إيجاباً في الصناعة، و96% يتوقعون زيادة الإنتاجية لكل موظف، و61% يعتبرون الذكاء الاصطناعي أولوية استراتيجية عالية (ارتفاعاً من 38% العام الماضي).
يتغير طلب المنتجات: يذكر المشاركون الصناديق المتداولة النشطة (72%)، الأسواق الخاصة/البدائل (60%)، و الحسابات المدارة بشكل منفصل (51%) كأهم مجالات النمو. 87% يقولون إن المستثمرين الأصغر سناً بحاجة إلى منتجات مختلفة، لكن فقط 30% يقومون بإعادة توجيه الاستراتيجية بنشاط. وقد شملت الاستطلاع 142 عضوًا في MMI بين 16 يوليو حتى 3 سبتمبر 2025.
- 95% of firms expect AI to positively impact the industry
- 96% expect AI to boost per-employee productivity
- 72% rank active ETFs among top growth product categories
- 60% expect growth in private markets/alternatives
- 61% now view AI as a high strategic priority (up from 38%) indicating rapid change
- 57% of wealth managers expect ETF shift to negatively impact revenue
- Only 30% of firms are actively reorienting strategy toward younger investors
- 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 products and service models
"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."
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.
AI has arrived and is starting to have an impact
The findings around AI point to a clear shift from exploration to implementation as firms move rapidly to integrate the technology into their business operations. Nearly all respondents (
Firms are finding that AI brings the most value to communications and messaging (
Product innovation drives portfolio evolution
The survey also highlights a continued shift in product preferences as firms adapt to evolving investor needs and competitive pressures. When asked to rank the product categories that they expect to see the strongest asset growth over the next two years, respondents most frequently placed active ETFs (
"Advisors and investors alike are signaling a clear appetite for more flexibility and customization with their investments," said Tim Kresl, Managing Principal of Data & Analytics at Broadridge. "Active ETFs and alternatives are leading that evolution, but the bigger story is how technology and data are enabling firms to deliver those solutions at scale. We're seeing firms use advanced analytics and digital platforms to better understand investor behavior, identify product gaps, and accelerate adoption in areas like active ETFs and private markets. As firms balance fee compression with demand for personalization, technology is helping them expand model portfolios, integrate alternatives, and build more tailored solutions that enhance value for both advisors and investors."
Asset managers are significantly more optimistic about active ETFs than wealth managers, with
More than half of wealth managers (
Next-generation investors and talent remain a growth opportunity
While
This recognition around the needs of the next generation of investors is mirrored by firms' own plans for growth. Nearly half (
Methodology
The survey was conducted by the Money Management Institute in conjunction with Broadridge and 8 Acre Perspective, an independent marketing research firm. This year's study surveyed 142 MMI members, which was fielded between July 16 – September 3, 2025.
For further details on survey methodology, please contact a media representative.
About the Money Management Institute
Established in 1997, the Money Management Institute (MMI) is the industry association for financial services firms, serving as the leading catalyst and resource for the advancement of investment advice. MMI advances the wealth and asset management industries through connections, knowledge, and professional growth. We are committed to fostering collaboration, supporting diversity of thought, sharing expertise, and driving innovation. By championing best practices and encouraging open dialogue in investment advice, we empower firms and professionals to better serve clients and investors in an ever-evolving world. We offer our members premier professional development programs, specialized curriculums, invaluable thought leadership, and dynamic peer-to-peer networks.
Our membership spans wealth managers, asset managers, and solutions providers of all sizes, with professionals representing every functional area of the financial services ecosystem. Together, we are shaping the future of investment advice. Follow MMI on LinkedIn.
About Broadridge
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over
For more information, visit www.broadridge.com.
Media contact:
Katie O'Keefe
kokeefe@prosek.com
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SOURCE Broadridge Financial Solutions, Inc.
FAQ
What did the MMI-Broadridge survey say about AI adoption for Broadridge (BR) on Nov 21, 2025?
Which product categories did the Nov 21, 2025 survey predict will drive AUM growth for firms including Broadridge (BR)?
How many firms were surveyed in the MMI-Broadridge study referenced on Nov 21, 2025?
What revenue concerns did wealth managers report in the Nov 21, 2025 MMI-Broadridge survey?
What percentage of firms said younger investors need different products in the Nov 21, 2025 survey, and how many are reorienting?
