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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

Advisor Tech Wish List: What advisors expect from their technology

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In this 60-minute webinar, panelists discuss the biggest challenges advisors face with their current technology setups and the difference between wanted tech and needed tech. They explore the “right” level of autonomy clients should possess along with the communications and technology expectations of younger clients.