How do advisors and their firms view the increasingly advanced world of wealth management technology and what do they see on the technology horizon?

To find out, Wealth Management IQ surveyed advisors and firm executives for the third year in a row in the industry's only longitudinal study of technology use and preferences.

This webinar will present highlights of that research, discuss its implications, and provide 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 technology habits qualify them as “Innovators”
• Enjoyment of Technology: Up or Down?
• How firms will spend their technology budgets in 2025
• Technology tools that deliver the biggest bang for your buck
• The three areas of technology that will have the biggest impact on wealth management in the next five years

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Brought to you by

Produced by

Sponsored by

Shannon Rosic – Moderator
WealthStack Director of Content and Solutions
WealthManagement.com

Kristin Letourneau, PhD – Chair
Vice President, Research
Informa Engage

Kyle Fleming – Chairman
Senior Product Manager
The arrival of SS&C