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Today’s financial advisors and wealth managers are always looking ahead. You’ve got an eye on your clients’ portfolio forecasts and macro trends that could impact markets.
But don’t forget to look ahead for your firm, too. Staying alert to the latest industry trends can help you unlock growth opportunities and remain at the leading edge of the field.
We partnered with Logica Research to conduct the inaugural Advisor Wealthtech Survey to hear firsthand from you about the fintech trends you’re watching in 2023.
The survey results show that tech spending will remain strong and steady, with 47% of advisors saying they expect to invest more in technology in 2023.
Read on to explore:
- The top fintech trends
- Where advisors are focusing their technology investments
- How you can leverage tech for growth
Download the report to learn more.
