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Benchmarking the Latest Trends in Adviser Technology

Tues, May 7th | 4:00pm-5:00pm ET

Over the past eight years, the typical advisory firm has more than doubled the amount spent annually on the technology that powers their business. The wealthtech ecosystem is now evolving almost as fast as the consumer arena, and investor expectations with them.  Technology, then, is more than just a cost to do business – it’s a crucial differentiator in both the back office and client-service arenas, from driving efficiencies and adviser productivity to creating seamless user experiences for clients.
Enter the 2019 InvestmentNews Adviser Technology Study. In this exclusive, interactive webcast, we’ll highlight key findings from study – and reveal the strategies driving some of the most successful and innovative firms in the industry.
Specifically, this webcast will explore:
  • Key metrics around advisory firm spending levels, including where firms are investing most for the future.
  • The makeup of advisory firm tech stacks, and the overall strategies firms are leveraging to drive workflows and efficiencies, and ultimately adviser productivity.
  • The digital tools and applications most frequently adopted to help drive a better client experience – from client acquisition to client service – that are improving client outcomes and making more digitally savvy advisories.
  • A deep dive into the strategies and practices most the innovative and financially successful advisory firm’s tech practices.

Accepted by Investments & Wealth Institute for 1 credit towards the CIMA® and CPWA® certifications.

Tim Welsh
CFP® President
Nexus Strategy, LLC
Linda Ding
Director of Strategic Marketing


Matt Sirinides
Senior Manager, Research & Data

Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at if you have any questions.

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