How do advisors and their firms view the increasingly advanced world of wealth management technology and what do they see on the tech horizon?
To find out, Wealth Management IQ surveyed advisors and firm executives for a third consecutive year in the industry’s only longitudinal study of tech usage and preferences.
This webinar will present the highlights of that research, discuss its implications, and offer insights into what advisors and firms will need to know to make more informed decisions about their technology investments.
Specifically, the webinar will cover:
- What firms can learn from the one-third of their competitors whose tech habits qualify them as “Innovators”
- Satisfaction with technology: Is it up or down?
- How firms will be spending their tech budgets in 2025
- Tech tools that deliver the biggest bang for the buck
- The three tech areas that will have the greatest impact on wealth management in the next five years
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Brought to you by
Produced by
Sponsored by
Shannon Rosic – Moderator
Director of WealthStack Content & Solutions
WealthManagement.com
Kristin Letourneau, PhD – Speaker
Vice President, Research
Informa Engage
Kyle Fleming – Speaker
Senior Product Manager
SS&C Advent
