How do advisors and their companies view the more and more superior world of wealth administration know-how and what do they see on the tech horizon?
To search out out, Wealth Administration IQ surveyed advisors and agency executives for a 3rd consecutive 12 months within the trade’s solely longitudinal examine of tech utilization and preferences.
This webinar will current the highlights of that analysis, talk about its implications, and provide insights into what advisors and companies might want to know to make extra knowledgeable choices about their know-how investments.
Particularly, the webinar will cowl:
- What companies can be taught from the one-third of their rivals whose tech habits qualify them as “Innovators”
- Satisfaction with know-how: Is it up or down?
- How companies shall be spending their tech budgets in 2025
- Tech instruments that ship the most important bang for the buck
- The three tech areas that may have the best affect on wealth administration within the subsequent 5 years
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Delivered to you by
Produced by
Sponsored by
Shannon Rosic – Moderator
Director of WealthStack Content material & Options
WealthManagement.com
Kristin Letourneau, PhD – Speaker
Vice President, Analysis
Informa Have interaction
Kyle Fleming – Speaker
Senior Product Supervisor
SS&C Creation
