Wealth Management Technology: The Digitally Enabled Advisor
November 14, 2023
What types of technology are financial advisors using and why? What are the key pain points they are trying to solve with technology? How will these demands change in 2024 and beyond?
In this presentation, Michael Rose, MST, presents Cerulli's views on these questions and more. Gain an in-depth overview of how wealth managers are using technology to define their client experiences and improve business efficiencies. He also discusses the importance of technology to practices seeking differentiation and scale.
Key themes explored:
· Financial advisor technology adoption and sourcing of technology
· Hurdles to technology adoption and recommendations
· Scaling for rising demand in tax optimization, personalization, and financial planning
· Impact of the pandemic on advisor technology use
Presented by:
Michael Rose, MST
Director
Bio →
Michael Rose, MST
Director
Michael is a director within Cerulli’s Wealth Management practice, where he researches key elements of the wealth management industry, with an emphasis on broker/dealers and wealth management technology. In this capacity, he regularly engages with constituents across the wealth management ecosystem, including retail investors, financial advisors, and executives within wealth management, asset management, and technology firms, in order to support Cerulli’s market research initiatives.
Prior to joining Cerulli, Michael spent eight years working as a financial advisor, providing comprehensive wealth management services to high-net-worth individuals and families. Prior to his role as a financial advisor, Michael served as a research analyst for IDC, where he was responsible for researching trends within the technology industry and advising senior business executives on product strategy.
Full biography here.
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