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In a hotly contested platform space, competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report.
The average number of platforms advisers use has reached a 10-year high of three, according to a report from Investment Trends. The research found advisers are fine with this as different platforms suit different clients, but integration between various tech services is still lagging.
Financial advisers are calling for stronger support services, according to new research. The average number of platforms used by advisers has reached a 10-year high, but there is still work to be d
Financial advisers plan to increase their practice's annual spend on technology by $70,000 as affordability and compliance issues drive adoption.
Financial advisers are planning to increase their technology spend to more than $200,000 annually, according to Investment Trends, thanks to the need for multiple systems.