Sune Mortensen
- Advisors are evolving into data curators, helping clients navigate an overwhelming volume of market information by filtering and contextualizing insights to support better investment decisions.
- Technology—especially AI—is reshaping wealth management, enabling more self-service, enhancing decision-making, and blurring the lines between digital tools and human advisors, while maintaining the need for consistent, transparent client experiences.
- The industry faces both regulatory and generational pressures, with firms needing to balance innovation and compliance while adapting to new client expectations shaped by digital-native experiences.
The wealth management industry is undergoing a profound transformation. From the rise of self-directed investors to the integration of AI and quantum computing, the landscape is shifting rapidly. To explore these changes, we have launched Wealth Insider Insights, a thought-provoking interview series featuring industry leaders exploring the future of wealth management. We sat down with Sune Mortensen, Global Head of Wealth Solutions at LSEG, to discuss the evolving role of financial advisors, the impact of technology, and the challenges and opportunities shaping the wealth management industry.
Watch the full interview with Sune Mortensen
Q. How is the role of the financial advisor evolving in today’s data-rich, digitally driven investment landscape?
The role of the advisor is constantly evolving. With the explosion of available market data, the challenge is no longer access, but curation. Advisors must now focus on filtering and interpreting the right data to deliver relevant, actionable insights to clients. It’s about empowering advisors to bring clarity and confidence to the decision-making process.
Q. What trends are you seeing in how investors – both advised and self-directed – consume market data and analytics, and how should the industry respond?
Since the pandemic, we’ve seen a significant increase in how both advised and self-directed investors engage with market data. The key challenge is identifying which data is meaningful and when to act on it. Investors aren’t always rational, so the goal is to provide tools and insights that support more rational, informed decisions. Filtering the noise and delivering the right signals is critical.
Watch the full interview with Sune Mortensen
Q. In what ways is technology transforming the delivery of wealth management services, and what innovations do you think will have the biggest impact in the next five years?
We’re witnessing a major shift in the technology landscape. People are increasingly comfortable managing their finances digitally - my children, for example, will likely never visit a bank branch. Technology is blurring the lines between advisors and clients, enabling more self-service while still supporting the need for human interaction.
AI will be a game changer. It can simulate human interaction, assist in decision-making, and enhance the overall experience. Visual tools and data visualization are also becoming more important, as investors are highly visual in how they process information. Personally, I’m also excited about the potential of quantum computing. While still a few years away, it could revolutionize asset allocation and data processing.
Q. How can the wealth industry strike the right balance between empowering investors with more control and ensuring they are making informed, responsible decisions?
As the boundaries between advisors and clients continue to blur, the industry must focus on transparency. It’s essential to clearly distinguish between advice, information, and background content. Clients expect self-service options, and they’re comparing their banking experiences to platforms like Netflix or Google. That’s the new benchmark.
Wealth managers must ensure consistency across all touchpoints - whether digital or in-person. The experience, communication style, and visual identity should be seamless. Ultimately, it’s about empowering clients while maintaining trust and clarity.
I consistently hear the same need from our wealth management clients: simplify the advisor experience without compromising trust. That’s why we partner closely with firms to create scalable solutions and help advisors deliver tailored, reliable advice with confidence every time.
Sune Mortensen
Q. What do you see as the biggest challenges and opportunities facing the wealth management industry today – from regulatory pressure to generational wealth transfer?
There are multiple forces at play. Regulatory scrutiny is increasing, and rightly so—clients are paying significant fees for wealth management services. At the same time, technology is advancing rapidly, and new entrants are eyeing the market due to its profitability.
For traditional banks and wealth managers, the challenge is to deliver a consistent, high-quality customer experience while adapting to the self-service trend. For digital-first players, the opportunity lies in evolving from gamified investing to long-term wealth management solutions.
AI, public expectations, and regulatory frameworks will all play a role in shaping the future. The key is to empower advisors within these constraints and to define how each institution wants to differentiate itself in a crowded market.
Creating consistency and building trust
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