New Trends & Rising Stars In The AdvisorTech Landscape
Exclusive Webinar: Newly released Kitces Research on Independent Advisor Technology highlights emerging opportunities in AdvisorTech!
About Kitces AdvisorTech Research Webinar
In this webinar, industry consultant, advisor researcher, and serial B2B entrepreneur Michael Kitces, along with Enterprise AdvisorTech expert Craig Iskowitz, will share perspective and commentary on the results of the latest Kitces Research on Advisor Technology. We surveyed nearly 1,500 independent advisors with a robust sampling methodology to better understand AdvisorTech trends in the marketplace, and will share:
- AdvisorTech categories with the most (and least) Demand potential
- Types of AdvisorTech most favored by Incumbents or prone to new-entrant Disruption
- The ‘Hub’ Tech around which independent advisors are building
- Which AdvisorTech would benefit from Marketing investments and which need more Product iteration
- Market Leaders, Rising Stars, and Standout vendors positioned for fast growth
- Optimistic/Pessimistic Outlook on key vendors across 27 AdvisorTech categories
*Single pricing event. No Premier member discount. Not a CE-eligible event.
The Hosts
This webinar will include a 60-minute presentation on Advisor Technology Trends and Opportunities, and 30 minutes of open Q&A including enterprise AdvisorTech and WealthTech consultant Craig Iskowitz of Ezra Group.
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.
Craig Iskowitz
Craig Iskowitz
Craig Iskowitz has been a driving force for growing the wealthtech ecosystem since founding his consulting firm in 2005. Craig has over 30 years of experience in financial services including wealth and asset management, retail brokerage, and front to back-office operations. Ezra Group’s consulting clients include industry leaders such as LPL Financial, Pershing, AXA Equitable, Envestnet, Morningstar, and Orion Advisor Tech. He is also the publisher of the WealthTech Today blog and podcast and recently launched Ezra Group Research to deliver in-depth analysis of trends in the wealth management space.
Pricing & Sign-Up Information
August 8 | 2:00–3:30 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 2023 Kitces AdvisorTech 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 is not CE-eligible.
This exclusive webinar event has a single pricing structure of $500. Kitces Premier members are not eligible for a discount.
