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2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech.

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Connected Wealth Data Hub

Explore the digital evolution of financial services in the award-winning Connected Wealth Report series.
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2024 Connected Wealth Report

92% of the advisors say they would switch firms over bad tech. The latest edition in Advisor360°’s award-winning series highlights the role technology has on advisor retention and satisfaction.

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Connected Wealth Reports designed for your needs

2024 Connected Wealth Report

AI & the Next-Gen Advisor

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CWR AI mockup

64% of respondents consider generative AI to be of help to their practice.

2023 Connected Wealth Report

Client Edition

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2023 CWR Client Edition

52% of the Inheritance Generation want the ability to transfer funds online.

2022 Connected Wealth Report

Full Report

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cwr special edition 2022

65% of advisors have lost business because their tech let them down.

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