Wealthmanagement Email Newsletter: [REGISTER NOW] How Top Firms Are Shaping Wealth Management Technology Trends (August 26, 2024)

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Insights from the 2024 WealthStack Survey

DATE:
Wednesday
September 18, 2024

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

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

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been approved for one (1) credit hour

Featured Speakers

Kyle Fleming - Speaker

Senior Product Manager

SS&C Advent

Kristin Letourneau, PhD - Speaker

Vice President, Research

Informa Engage

Shannon Rosic - Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

Not able to attend the live event?

Archived versions of webinars from WealthManagement.com are available

for viewing On Demand shortly after broadcast. Register today and you will

receive an email with login instructions as soon as the replay is available.

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