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Wealth Management- Where is it Going?
Matt Ober
July 31, 2025
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Are advisors part of the future? Does the younger generation want to manage themselves?
I have had a lot of conversations lately where people debate whether financial advisors will be part of the future or if the younger generation wants to just manage their own money.
I am a big believer that tools are getting better, access to education and alternatives, and trading is only going to get easier. I mean, we are going to tokenize everything soon.
All that being said, I don’t see a world where financial advisors disappear. Will they have to embrace AI and technology? Absolutely. Will they become more efficient, have more information at their fingertips, and be able to manage 10x more money because of the technology revolution we are seeing happen all around us? I think so.
I also think as more and more people grow their wealth, they have questions, they need services, they need help thinking through the tax strategies, the trusts, estates, how to setup their children for success. Money management is a relationship, its trust, its a business where people want to talk to someone and have a deep conversation about what their goals are.
Robinhood will be further and further in wealth management. $HOOD ( ▲ 3.13% ) will make roboadvising or AI-driven investing sexy again. But they will also end up offering financial advisor introductions or access to advisors as part of the TradePMR acquisition.
Wealth management will change. For the better. But the human relationship aspect of wealth management isn’t going anywhere. Finding the right wealth manager is still tricky, but new firms are starting every day to address the gaps. Social Leverage has spent a lot of time in and around wealth management for the last decade, investing in the technology, the advisors and using the products. We continue to be excited about where the wealth industry is headed and the opportunities.
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