As the year winds down and every email you send seems to trigger an automatic out of office reply, Financial Planning is already gearing up to help advisors grow in 2023.

One way to do that? Through technology. And wealth managers say they're more than willing to spend to get better. The latest Financial Planning Tech Survey finds that tech has become the top spending priority for firms, outpacing continuing education, hiring, compensation and client acquisition. 

But getting it right isn't easy. An Advisor360° study released in early November revealed that a majority of advisors believe their lousy tech choices have cost them clients. With that in mind, I recently caught up with five industry insiders to discuss the categories of wealthtech that will make the biggest impact in 2023, and tips to avoid making mistakes. 

Find out why data access and compliance are considered major areas of focus, and don't forget to ask for a demo before signing that deal.  

Check out the full story and additional insight at Financial Planning. 

Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great rest of the week!

Regards,

Justin

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