Kitces Research Spotlight on Advisor Technology
Tuesday, August 19 from 1:00-2:30 PM ET
About Kitces Research Spotlight
Over the past two decades, the number of AdvisorTech solutions available to firms has grown significantly, driven by factors ranging from increased venture capital interest in funding AdvisorTech startups to the rise of no-code software platforms that make it easier than ever for advisors to develop their own homegrown tools. As a result, firms are having more difficulty than ever discerning which tools are best for their practice, while vendors and investors struggle to identify opportunities in an increasingly crowded marketplace.
In our latest Kitces Research study on AdvisorTech, we gathered insights from over 700 advisors to examine how firms are incorporating technology to support 45 different business functions, how advisors evaluate this technology in terms of importance, value, and satisfaction, and where opportunities exist for vendors to provide solutions that address unmet needs. Whether you’re responsible for optimizing your firm’s technology strategy, a vendor seeking to enhance your product, or an investor evaluating opportunities in the AdvisorTech space, this Research Spotlight session offers actionable insights for navigating the rapidly evolving AdvisorTech landscape.
In this Research Spotlight session, financial advisor, industry consultant, and advisor researcher Michael Kitces, along with Kitces Director of Advisor Research Mark Tenenbaum, will share:
- Trends in advisor technology adoption across 45 software categories
- What advisors truly value (and dislike) about their current technology providers
- Market signals on gaps in current technology and potential future opportunities
- Advisors’ attitudes toward and use of artificial intelligence in their practice
- The 5 key drivers of advisors’ satisfaction with their tech stacks
- The relationship between technology use and advisor productivity
- Trend and satisfaction comparison of All-In-One vs Best-In-Class approaches to building a tech stack
Attendees of this Research Spotlight receive:
- A 60-minute presentation offering industry-leading commentary on trends and opportunities in AdvisorTech
- 30 minutes of direct Q&A access with Michael and Mark using the live chat
- Access to the full webinar recording after the event
- Exclusive early access to the comprehensive 100+ page AdvisorTech research report, featuring market share and satisfaction ratings for over 500+ providers, the deepest look available into advisor adoption of and interest in artificial intelligence, strategies for firms to build effective technology stacks, and opportunities for disruption across existing categories.
*Single pricing event. No Premier member discount. Not a CE-eligible event.
The Hosts
In each session, financial advisor, industry consultant, and advisor researcher Michael Kitces, along with Kitces Director of Advisor Research Mark Tenenbaum, will share the results of the latest Kitces Research.
Michael Kitces
Michael Kitces
Michael is the Head of Planning Strategy at Buckingham Wealth Partners and is a passionate advocate for evolving, expanding, and institutionalizing excellence in financial planning. In addition, he is a co-founder of the XY Planning Network, the former Practitioner Editor of the Journal of Financial Planning, and the publisher of the e-newsletter The Kitces Report and the popular financial planning industry blog Nerd’s Eye View through his website www.Kitces.com, dedicated to advancing knowledge in financial planning.
Mark Tenenbaum
Mark Tenenbaum
Mark Tenenbaum is the Director of Advisor Research at Kitces, where he oversees the production of the site’s semi-annual research studies on advisor technology, productivity, wellbeing, and marketing. He also contributes to the Nerd's Eye View blog on these topics. Mark specializes in quantitative research methodology and data science, and has conducted research on a range of topics, including financial planning practice management and political behavior. In addition to his work at Kitces, he serves as the Managing Editor of Congress & the Presidency, a peer-reviewed academic journal publishing cutting-edge research on the executive and legislative branches. Before joining Kitces, Mark worked as a Financial Advisor for a Rhode Island-based RIA. Mark received his Ph.D. in Political Science from American University. With experience as both a financial planner and a quantitative researcher, Mark is dedicated to creating data-driven, insightful content that supports the Kitces mission of helping financial advicers become better and more successful.
Pricing & Sign-Up Information
Tuesday, August 19 | 1:00–2:30 PM ET
Cost: $500*
This is a virtual event. Join from anywhere and access a full recording to reference after the event.
Purchase of a pass includes: Access to the live event and Q&A, a full event recording, and a copy of the Kitces Advisor Productivity Research Report.
*Single pricing event. No Premier member discount. Not a CE-eligible event.
FAQs
This event is geared toward Investors (VC and PE firms and family offices that invest in the AdvisorTech / FinTech / WealthTech space); Vendors that serve the independent advisor space that want competitive trend analysis and ideas for merger & acquisition opporutnities; Chief Strategy Officers and Executive Leaders of advisor enterprises that need to make technology decisions; and other interested advisor groups.
This webinar spotlight is not CE-eligible.
Each exclusive spotlight event has a single pricing structure of $500. Kitces Premier members are not eligible for a discount.
