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COMING MONDAY | The 2021 Financial Planning Tech Survey |
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This exclusive survey will dive deep into wealth management technological developments, identifying the software and trends that are responsible for a rapid reshaping of the industry.
Advisors across the board agree that technology is critically important for future growth and the valuable insights gleamed from this report — like how just 40% of advisors feel confident that they have the tools to meet employee's needs — will support how advisors plan for the months, years, and decades to come.
This exclusive annual survey releases on July 12th and is accessible to Financial Planning subscribers only. | | SUBSCRIBE NOW |
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Stories you won't want to miss: |
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The Tech Investment Squeeze | Data shows that smaller firms are least likely to look at increasing their tech budgets, and are more likely to focus on using what they have more efficiently than look for new tools. Meanwhile, mid-size and large firms are the opposite. Will limited budgets start to squeeze smaller firms’ ability to keep pace digitally or will new entrants offer to keep them competitive? |
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Survey Cardshow | Rather than a ranking of individual technology vendors, Financial Planning’s 2021 Tech Survey instead takes a broader look at the technology trends shaping the wealth management industry. More specifically, the survey explores the impact and role of technology on future practices and current/planned technology usage and investment. |
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