For advisors looking to make sure their firms are keeping pace with their peers, this report provides key insights into the perceived role of technology in future practices and a look at how other advisors are investing for the future.
This annual survey of financial advisors explores the technology trends shaping the wealth management industry.

KEY QUESTIONS ANSWERED:

How many firms prioritized spending on technology over other business priorities in the last year?

How confident are advisors that in the technology decisions that their firms are making?

What are the most widely adopted technologies across the industry and how does tech adoption vary across market segments and firm size?