The Big Six Trends Reshaping Advice Firms in 2026

AdviceTech Podcast with Ensombl

AI is getting a lot of attention right now, but the bigger shift is what’s happening inside advice businesses day to day.

In a recent episode of the AdviceTech Podcast with Ensombl, our CEO Mark Zaglas sat down with Patrick Gardner to talk through what’s actually changing across advice firms - from leadership and operating models through to how AI is starting to show up in real decisions.

One of the clear takeaways is that most of these shifts aren’t theoretical anymore. They’re already happening. Advice firms are becoming more tech-enabled, more intentional about their growth, and more focused on this change.

If you’ve been following our recent 'Big 6 Trends of 2026' series, this will sound familiar. We’ve been unpacking these themes individually - and this conversation brings them together in a more practical, real-world way.

The main message is pretty simple: most leaders already know what needs to change. The gap now is between knowing and actually doing. And that’s where the firms pulling ahead are separating themselves.

🎧 Listen to the full episode: https://ensombl.com/podcasts/advicetech165/

🔎 You can catch up on our 'Big 6 Trends of 2026' series here: https://youtube.com/playlist?list=PLLGt2SDCblzfoo9syeJkVfaBClhHDg7AJ&si=rasU_x4n01XUsrnu