Wealth tech lp headers3
Webinar Recording

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

Michael Rose, MST


Bio →

Michael Rose, MST

Michael Rose, MST


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.

Access the Recording

Submit your information below to access the webinar.

You May Also be Interested in:

  • Annual report
  • The Cerulli Edge

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.