Search Results | Showing 1 - 9 of 9 results for "Adviser Technology Needs Report" |
| | | ... simple tasks as well as complex functions, a new Investment Trends survey found. In the latest Adviser Technology Needs Report, many are now embedding AI in workflow-aligned tools to support more complex functions such as strategy development (62%) and ... |
| | | | The Investment Trends Adviser Technology Needs Report found financial advisers are showing a strong demand for better technology integration as they look to consolidate their tech stacks. Interestingly, the survey found the adoption of artificial intelligence ... |
| | | | ... Trends. As a result, advisers are increasingly seeking greater efficiencies in technology, the 2023 Adviser technology needs report shows, and are willing to pay a premium to access such software. The average number of clients serviced by any single ... |
| | | | ... competition for adviser relationships is fierce, according to part two of Investment Trends' latest Adviser Technology Needs Report. The report found the percentage of new inflows by advisers through platforms decreased slightly to 71% on average, down ... |
| | | | ... affordability and compliance issues drive adoption. According to Investment Trends' latest Adviser Technology Needs Report, advisers are using an increasing number of technology solutions as they look to overcome mounting challenges that are impacting ... |
| | | | ... digital technology as an area of increasing importance for advisers, as evidenced by the 2021 Adviser Technology Needs Report. Providing an in-depth review of recent developments in the Australian advice technology space, including a benchmark of functionality ... |
| | | | ... new users and gaining their loyalty," Vincent said. Despite this, Investment Trends' latest Adviser Technology Needs Report by overall adviser satisfaction at 75% behind HUB24 and Netwealth. |
| | | | ... million. Member accounts also grew 5.8% over the quarter to 97,319. Investment Trends' latest Adviser Technology Needs Report revealed Netwealth as the overall top-rated platform by financial advisers at 80%. Earlier in the year, Investment Trends ... |
| | | | ... on platform providers to increase capabilities, new research shows. Investment Trends' latest Adviser Technology Needs Report showed only 28% of advisers rated their overall satisfaction with their main platform as 'very good', down 2% on 2020 and maintaining ... |
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