That was among the findings explored during Michael Kitces' presentation, "Trends in Advisor Technology: The Latest from Kitces Research," at Future Proof in Huntington Beach, California, on Monday.
If you look at the top 100 technology vendors in the wealth management industry, most are selling their products based on cost efficiency and time savings. But advisory firms that are buying tech for ...
Back in April 2018, Michael Kitces published the first “Financial Advisor FinTech Solutions Map” in its current form. That infamous map is of great help to firms and advisors reflecting on their tech ...
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