The 2022 InvestmentNews Adviser Technology Study provides an overview of what independent advisory firms are doing to optimize their technology strategy, investments and operations, as well as assessments of the industry’s technology from surveys of advisers and their clients.
• Where the industry is spending the most and where firms plan new investments
• What the industry’s most innovative firms – those spending the most on technology – are doing differently in their tech stacks
• Results from a consumer survey on what the industry’s current and potential clients want from fintech
