Wealth Wizards sponsors The Lang Cat’s new adviser tech report.
That research instigated an industry-wide debate about technology and system integrations. It uncovered the deep frustrations firms have in managing clients' day-to-day processes. The research exposed that the issue wasn't being tackled, and thus remained unsolved. Since then, a lot has changed, yet - to what extent?
'A Fragmented World' provides the answers. The report seeks to understand whether, since 2019, anything has changed for advice firms and financial planning practices. It investigates greater digital uptake during the pandemic and asks, ‘are we any closer to the industry nirvana of genuinely frictionless processes?’
The research goes deeper than its predecessor. The report interviews a broader range of advice professionals from national firms and large consolidators. It captures perspectives from providers, platforms, tech companies and more.
'A Fragmented World' is being launched at a breakfast briefing on 20th September in London by invitation only.
We envisage further debate while offering a route toward genuine progress.
Please direct any enquiries on Wealth Wizards' sponsoring of 'A Fragmented World' to firstname.lastname@example.org
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