Join us for an exclusive webinar presenting the findings from our groundbreaking 2025 WealthStack Study – the industry’s only longitudinal research tracking technology adoption and impact in wealth management.
This webinar will reveal how technological innovation is creating unprecedented growth opportunities while fundamentally transforming business models across the wealth management landscape. Our expert panel will share critical insights from our fourth consecutive year of surveying advisers and firm executives about their technology usage, preferences, and future outlook.
Key topics include:
- What distinguishes top-performing “Innovator” firms and how to apply their strategies
- Which tech tools deliver the greatest ROI
- How firms are prioritising technology investments for 2025
- Current satisfaction metrics for existing technology solutions
- Three technological developments poised to reshape wealth management in the next five years
This forward-looking session provides wealth management professionals with actionable strategies to navigate the rapidly evolving digital landscape and position their firms for success in an increasingly technology-driven financial services environment.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been approved for (one) credit hour.
Speakers:
1. Shannon Rosic, Moderator
Director of WealthStack Content and Solutions at WealthManagement.com
2. Kristin Letourneau, PhD
Vice President, Research at Informa Engage
3. Davis Janowski
Senior Editor, Technology and Research Analyst at WealthManagement.com
4. Ryan George
Chief Marketing Officer at Docupace
5. Kyle Fleming
Director, Product Strategy at SS&C Wealth and Investment Technologies
Click the image below to register.
