Trends in Advisor Technology: The Latest from Kitces Research

Описание: Get an inside look at the top technology trends shaping advisory firms today. Explore highlights from the 2025 Kitces AdvisorTech Research, including which vendors are leading in adoption and satisfaction, where AI is making a real impact (and where it isn’t), and how integration challenges are driving key tech decisions. Discover emerging opportunities for AdvisorTech disruption and what it means for your firm’s strategy.