For advisors looking to make sure their firms are keeping pace with their peers, this report provides key insights into the perceived role of technology in future practices and a look at how other advisors are investing for the future.

This annual survey of financial advisors explores the technology trends shaping the wealth management industry.

KEY QUESTIONS ANSWERED:

• How many firms prioritized spending on technology over other business priorities in the last year?

• How confident are advisors that in the technology decisions that their firms are making?

• What are the most widely adopted technologies across the industry and how does tech adoption vary across market segments and firm size?