The Next-Gen Advisor Research Report

In our latest study on how advisors approach technology and digital transformation, Next-Gen and Established Advisors portray a surprising number of similarities.

It may be due to the COVID-19 pandemic and the ensuing work-from-home revolution. But a reliance on technology has spread rapidly in both groups. After all, there really isn’t much of a choice – for firms to thrive in the current environment, tech is a critical differentiator.

The study uncovers several key differences in both approach and value proposition between Next-Gen and Established Advisors. While both groups invest in technology to improve productivity and provide a better client experience, Next-Gen Advisors are much more likely to invest in tech to differentiate from competitors.

RBC Clearing & Custody, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

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