Younger financial adviser driving tech change - NextWealth

36% plan to add new tech

Sophie King
clock • 2 min read
Heather Hopkins: "Firms will need to invest in their tech infrastructure and be prepared to innovate if they want to attract younger advisers to their payroll."
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Heather Hopkins: "Firms will need to invest in their tech infrastructure and be prepared to innovate if they want to attract younger advisers to their payroll."

Financial advisers below the age of 45 are driving tech adoption for the profession, according to research by NextWealth.

In the firm's Tech Stack Report, NextWealth found that the younger portion of the 203 advisers surveyed spend more money on technology and are more likely to have added a new piece of tech to their firms...

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