Today’s financial advisors and wealth managers are always looking ahead. You’ve got an eye on your clients’ portfolio forecasts and macro trends that could impact markets.

But don’t forget to look ahead for your firm, too. Staying alert to the latest industry trends can help you unlock growth opportunities and remain at the leading edge of the field.

That’s why we partnered with Logica Research to conduct the inaugural Advisor Wealthtech Survey. We wanted to hear firsthand from advisors about the fintech trends they’re watching in 2023.

The survey results show that tech spending will remain strong and steady, with 47% of advisors saying they expect to invest more in technology in 2023. In particular, the study found that technology to meet higher client expectations and personalized asset management round out the top areas advisors plan to invest in. 

There is also significant room for firms to maximize usage of their existing tech stacks, with 60% of advisors surveyed indicating that lack of time is the biggest barrier to technology adoption at their firm.

Read on to explore: 

  • The top fintech trends
  • Where advisors are focusing their technology investments
  • How you can leverage tech for growth