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Friday, November 25, 2022

How Modern Wealth Managers Use Know-how to Drive Progress

Wealth advisors are coming into 2023 with a pointy deal with their shoppers’ wants throughout a time of elevated market volatility. As they think about their expertise spend, bettering the shopper expertise has change into a high precedence for advisory companies. This pivot marks a change from the back-office investments which have largely dominated their expertise spending prior to now few years.

Not all companies method expertise spending the identical manner. These which might be more likely to change into early adopters of recent applied sciences are typically happier with the outcomes they obtain than different companies. Typically, the extra companies have been in a position to exchange their core and back-end applied sciences with extra streamlined, environment friendly, automated programs, the additional alongside they’re within the journey towards producing a superior client-facing expertise. Be a part of us as our trade consultants evaluation expectations for expertise funding in 2023 and focus on the methods these investments are—or aren’t—aligned with their enterprise wants. Subjects will embody:

  • The enterprise goals driving companies’ expertise methods
  • How modern companies are utilizing expertise to drive increased returns on their funding than their friends
  • What instruments and applied sciences advisors can use to enhance the shopper expertise
  • Up to date expertise traits throughout the advisor trade

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Dropped at you by


Produced by



Sponsored by













Mark Bruno – Moderator

Managing Director, Wealth Administration

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Kristin Letourneau, PhD

Vice President, Analysis

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Brandon Roth

Senior Mission Advertising Supervisor




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