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2026 Connected Wealth Report 

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

Read the latest report

Connected Wealth Data Hub

Join us at the FSI OneVoice 2023 conference

Picture of Rania Kalaaji Rania Kalaaji : 1/20/23 12:14 PM

Data and analytics Revenue Wealth management
Join us at the FSI OneVoice 2023 conference

Date: January 23–25

Where: JW Marriott Desert Springs Resort & Spa

Advisor360° has released its inaugural 2022 Connected Wealth Report, which asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.

If you want to learn more about our findings and how our technology is helping broker-dealers, please visit us at booth #200 at the Financial Services Institute (FSI) #OneVoice2023 conference.

FSI OneVoice is an annual in-person gathering for independent financial services firm executives. Education and networking sessions are designed for CEOs, senior executives, managers, and employees of independent financial services firms.

Register now

For more information

Chris Ollendike, SVP, Sales
sales@advisor360.com

 

Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
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