Скачать или смотреть Podcast Episode: Unpacking Adviser and Advice Technology Insights with Investment Trends

Episode 14: The WealthTech Insider Podcast

In this insightful episode of The WealthTech Insider, host Danni Le Grande and Paul McGivern, research director at Investment Trend unpack the findings of the Investment Trends 2022 Advisor and Advice Technology Report. Together, they offer an insightful analysis of the latest trends and developments that are shaping the advice tech landscape.

From industry acquisitions to emerging innovations, no stone is left unturned in this engaging exploration of the future of financial advice. Danni and Paul explore the methodology behind the 360-page report, understanding how it was meticulously crafted to provide advisors with the tools they need to navigate the rapidly evolving tech ecosystem. With a focus on key findings such as integration challenges and the importance of data feeds, this episode is a must-listen for anyone looking to stay ahead in the competitive world of financial services.

Join us for a thought-provoking session to give you a competitive edge and level up your tech game.

Key Topics Discussed:
📍 Insights from the Report - A detailed look at the benchmark survey covering end-to-end technology providers, digital advice providers, and investment platforms.
📍 Methodology - Understand the thought process behind the 360-page report, and what it means for advisors navigating the tech landscape.
📍 Key Findings - From integration challenges to the evolving role of data feeds, we dissect the most crucial insights every advisor needs to know.

Subscribe to The WealthTech Insider for more episodes and visit https://bit.ly/4eoOhWc for additional insights. Don't forget to like, comment, and share this episode if you found it valuable!

🔗 LINKS
Podcast: https://apple.co/3KMvZR9
Website: https://bit.ly/4eoOhWc
LinkedIn: https://bit.ly/4em2R0x