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2025 Connected Wealth Report 

The #1 reason advisors switch firms is the desire for better technology. 

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Dena Upton

Dena Upton is Advisor360°’s Chief People Officer, leading efforts to build high-performing teams, drive organizational transformation, and foster inclusive work environments. Her leadership is key as Advisor360° scales to meet the evolving needs of its clients and workforce.

3 min read

The Operating System Powering Our Culture

Last week, we shared an important milestone for Advisor360°: the launch of Advisor360° Wealth OS, our AI-native advisor experience designed to help advisory firms of every size, model, and stage work...

WealthTech Performance Culture

2 min read

Why I’m Here: Creating Meaningful Change

This post is part of our ongoing series highlighting Advisor360° leaders who are disrupting the wealth management industry for the better. Each story...

Transformation