How do advisors and their corporations 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 business’s solely longitudinal research of tech utilization and preferences.
This webinar will current the highlights of that analysis, focus on its implications, and provide insights into what advisors and corporations might want to know to make extra knowledgeable choices about their know-how investments.
Particularly, the webinar will cowl:
- What corporations can study from the one-third of their opponents whose tech habits qualify them as “Innovators”
- Satisfaction with know-how: Is it up or down?
- How corporations shall be spending their tech budgets in 2025
- Tech instruments that ship the largest bang for the buck
- The three tech areas that can have the best impression on wealth administration within the subsequent 5 years
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been authorised for one (1) credit score hour.
Dropped at 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 Introduction
Davis Janowski – Speaker
Know-how Editor
WealthManagement.com