- Getting started: Know the business to choose the right tools.
- AdvisorTech is growing, but there is room for more innovation.
- Advisors must embrace personal financial management tools or risk being left behind.
- The robo-advisor hype is dead, but mobile apps are still gaining customers.
- Good advisor experience solutions can lead to increased revenue and business.
- Other trends: Acquisitions, marketplaces, and AI are changing the landscape.