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2025 Connected Wealth Report Special Edition

The #1 reason advisors switch firms is the desire for better technology. 

Read the latest report

2024 Connected Wealth Report

See how your technology stacks up against peers and competitors

The latest edition of Advisor360°’s award-winning report highlights the role of technology in advisor retention and satisfaction.

Download the Connected Wealth Report
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Executive teams need to ask themselves what they stand for. Do they want to preserve the status quo or will they embrace innovative solutions that bring their firm forward?

Jeff Schwantz | CRO, Advisor360°

Jeff Schwantz

Advisors are willing to leave over bad tech

Would you change employers because of substandard wealth technology provided at work?

92% of advisors surveyed are willing to switch firms over bad tech.

92 percent

Of that, 44% of advisors surveyed have already left over bad tech.

44 percent

While another 48% of advisors surveyed would strongly consider leaving over bad tech.

48 percent

What are the key challenges you face with your existing technology?

61% of advisors rank "bad data" as the primary issue they face day-to-day.

61 percent

However, 59% of advisors say a lack of automation and AI-enable capabilities is an issue.

59 percent

37% of advisors say that a lack of functionality and outdated tools are a challenge.

37 percent

Advisors want clean, consistent, and comprehensive data.

Preview the 2024 Connected Wealth Report

Drive better business decisions with the 2024 Connected Wealth Report

Advisor preferences and perceptions about technology present an opportunity for firms. To prevent losing advisors and their clients, wealth management firms need to accept that now is the time to implement technology that:

  • Saves advisors time 
  • Enhances productivity and efficiency
  • Satisfies current and future clients
Access the full report
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About the research
Advisor360˚surveyed 300 mid-career financial advisors and executives at large broker-dealers, registered investment advisors and bank trust companies across the U.S. for their perspective on the impact of artificial intelligence (AI) on their current business. These questions were fielded as part of a larger survey on the role of technology in the financial advisors’s workday at large wealth management firms with an average of $9 billion in assets under managements and more than 1,000 employees. Respondents to the telephone to web-based survey, which was run during September and October 2023, were 36.5 years old on average with an average of $40 million under management. 

About Coleman Parkes
Coleman Parkes is a full-service B2B market research agency specializing in IT/technology studies, targeting senior decision-makers in SMB to large and enterprises across multiple sectors globally. For more information, contact: research@coleman-parkes.co.uk