The Wealth Mosaic (TWM) invites you to participate in a new research survey focused on the role and value of technology in the recruitment and retention of staff across the US wealth management sector.

The Technology for Recruitment and Retention research is part of the WealthTech Insight Series (WTIS) from TWM. The output of this research will be a dedicated whitepaper that will be distributed by TWM and Digital Wealth News to the US and global wealth management industry. The research is sponsored by Bill.com.

As a thank you for your participation, we’ll send you a discount code for 20% off a single TWM user annual membership (a new TWM product launching in 2023).

The survey typically takes 3 to 4 minutes to complete. 

Interested in having your say? You can start the survey by clicking the link here.

Please note that your participation is completely voluntary and confidential.