On-Demand Webinar
Wealth advisors are entering 2023 with a sharp focus on their clients’ needs during a time of increased market volatility. As they consider their technology spend, improving the client experience has become a top priority for advisory firms. This pivot marks a change from the back-office investments that have largely dominated their technology spending in the past few years.
Join us as our industry experts review expectations for technology investment in 2023 and discuss the ways those investments are—or are not—aligned with their business needs.