Jan '25 • AI & Tech 🤖
Adviser tech - are we any more efficient?
Thanks to that nice Mr Kitces, this is the January 2025 tech 'solutions' map in the US. And pretty terrifying it is too.
But are advisers actually any more productive? As someone who started meeting financial advisers in the late 1970s when NONE of this existed, I might argue that many are not.
The most exciting piece of tech back then was the fax machine...
Credit where it's due - whilst the UK map is getting similar, we do at least have people like who put on conferences that help to make sense of it all - like EATT25. Get along tomorrow if you can. www.advisersoftware.com/eatt
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Adviser tech - are we any more efficient?
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