Skip to content Skip main navigation

Connected Wealth Data Hub

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

 
 

Think Advisor Luminaries Class of 2023

CWR_2024_mockup

 

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.

Download the report

Connected Wealth Reports designed for your needs...

2024 Connected Wealth Report 
AI & the Next-Gen Advisor
 

CWR-AI_mockup

 

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

Get this edition

2023 Connected Wealth Report
Client Edition
 

2023CWR__ Client_Edition

 

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

Get this edition

2022 Connected Wealth Report


2022-connected-wealth-report

 

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

Get this edition

Banking
Special Edition

2022-connected-wealth-report

 

Examining data and key challenges surrounding bank trusts.

Get this edition

Independent broker-dealer
Special Edition

ibd-conn-wealth-report

 

73% of IBDs have lost business due to outdated technology.

Get this edition

RIA
Special Edition

RIA edition

 

43% of RIAs call their technology “in need of an upgrade".

Get this edition

Insurance
Special Edition

Insurance edition

 

Targeting pain points insurance broker-dealers face with legacy technology.

Get this edition

Want to learn more?

Connect with us about our complete wealth management solutions?

Get a connected