Technology in Wealth Management

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Kitces Study: Advisor Tech Not Materially Lifting Productivity
Yahoo Finance· 2025-09-09 04:48
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. If you look at the top 100 technology vendors in the wealth management industry, most are selling their products based on cost efficiency and time savings. But advisory firms that are buying tech for those reasons are 40% less productive than others, according to a new report by Kitces.com. Michael Kitces, chief financial planning nerd at Kitces.com, said cost and time efficiency benefits only sh ...