As technology is further integrated into our daily activities, customers have become accustomed to seamless digital experiences in all aspects of their lives. Through 2025, they will expect financial institutions, including wealth managers, to deliver the same level of ease and relevance. At the same time, it is becoming increasingly clear that expert advisors remain a critical element in growing and delivering wealth management services. 

This is driving wealth management firms to explore new and more powerful ways to augment the human advisor with synthesized information, along with providing customers with access to an expanded suite of products and services, including private market investments, that better suit their needs. 

Five key trends are about to drive further transformation in the US wealth management industry.