When it comes to technology in wealth management, change is the only constant. Today, there is an array of technology solutions readily available to support advisors. However, there remains a major gap in adoption and understanding of how to use what’s available to maximize value for their business and clients.
• Find out where the industry stands on adoption of the most in-demand solutions
• Learn ways to surmount the barriers firms face in maximizing their tech
• Examine the key areas of opportunities and disconnects between tech decision-makers at firms and users
