AI has become the wealth management industry’s top technology priority, with 74% of advisors viewing it as most impactful for both 2025 and 2026. Adoption surged dramatically—87% of firms now use or pilot AI solutions, up 19 points from 68%. Leading applications include meeting transcription (44%), client communications (39%), and workflow automation (33%). However, agentic AI adoption remains cautious, with only 16% deployed in production despite 62% engagement. Looking forward, advisors prioritize AI alongside regulatory compliance and cybersecurity (43%), reflecting AI’s dual nature as both protective tool and threat vector, underscoring the need for increased cyber-protection investment.