The great wealth shift: Embracing AI to engage multiple generations

'The role of the financial adviser is evolving'

clock • 4 min read

Tessa Lee looks at how digital tools and AI can keep clients – and their heirs – engaged

Over the next two decades, an eye-watering £5.5trn will pass from baby boomers to their heirs in the UK. That's not just a statistic — it's a seismic shift that could make or break financial advisers, planners and wealth managers. The big question is: will that wealth stay under your management, or will the next generation take their inheritance and walk out the door? The answer lies in how well advisers embrace digital tools and AI to build lasting relationships—not just with current clients, but with their heirs too. The digital reality check Let's be honest: younger generat...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Technology

Utilities might be the next AI play for patient investors

Utilities might be the next AI play for patient investors

‘It’s less flashy than the tech sector’

Ian Aylward
clock 04 November 2026 • 3 min read
Openwork to build AI into latest technology suite with AdvisoryAI link-up

Openwork to build AI into latest technology suite with AdvisoryAI link-up

Advisers will be able to use meeting notes assistant Evie

Isabel Baxter
clock 04 November 2026 • 2 min read
Openwork targets 60 minutes per client savings through technology suite roll out

Openwork targets 60 minutes per client savings through technology suite roll out

Built on Plannr and Seccl

Jen Frost
clock 03 November 2026 • 2 min read