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.
Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
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