Digital employees, inheritance planning specialists and crypto advice are some of trends coming down the line in 2026.
Other predictions include the rise of the advice CEO, heightened M&A activity and consolidation, and succession planning nightmares.
The Professional Planner Strategic Outlook Guide examines the emerging trends and themes impacting advice businesses and the broader wealth management industry.
This is not just another strategic outlook paper. It doesn’t cover markets and geopolitics and feature a host of investment experts. Instead, this guide leverages the insights of leading advice professionals and business owners.
We asked our panel of experts about the opportunities and challenges they’re facing, the biggest changes they’re seeing, and what excites and terrifies them about the future.
The purpose of this crystal ball gazing is to help readers to evolve their business model, value proposition and strategic priorities in order to continue meeting the current and future needs of their current and future clients.
In addition to some bold predictions around AI, automation and digital advice, our experts also observed greater investment, both time and money, in everyday operations and areas like risk management, cyber security and marketing. The conclusion is that change and progress doesn’t have to be big to be meaningful.
At the start of a new year, we hope this guide inspires you to make incremental changes to drive continuous improvement, as well as some more ambitious, big picture changes to drive growth and success for years to come.
We hope you find this guide informative, insightful and inspirational.
CE/CPD points (to be updated)
1.0 CE/CPD points are available for reading this content, with further details in the guide email.
Enter your details below to download your guide.
You should receive the guide automatically, however please be sure to check your junk/spam.
