The latest issue of our Adviser Tech Stack research shows that younger advisers, under the age of 45, want more from their tech. The research, written up in Money Marketing and Professional Adviser, shows that financial advisers under the age of 45 are more likely to work in firms that spend more on tech and that are planning to introduce a new piece of tech in the next 12 months. They are also more likely to be less satisfied with their current tech stack than older financial advisers.  

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About the Author

Heather is a data and research expert specialising in retail investment distribution. Heather is the Managing Director and Founder of NextWealth. She is also a Director of Clive Waller Consulting Ltd and serves as Vice-Chair of The Investment Network and the Schroders UK Platform Awards.