Financial planning firms increase investment in technology to manage growth and regulation

Financial planning firms boost technology spending

The shift comes as 42% of firms use tech spend to cope with growth and regulation, up from 35% in the previous survey.

Financial planning firms confident investment in technology will boost revenues

Financial planning firms are increasingly embracing modern technology to support day-to-day workflows and secure their long-term future. This is according to the latest Financial Planning Growth Index, published by the Saltus Partnership Programme and L.E.K Consulting, which found that 74% of firms are confident about… The post Financial planning firms confident investment in technology will boost revenues appeared first on Money Marketing.

Financial planning firms increase technology investment to manage growth, study finds

The Saltus Partnership Programme and L.E.K. Consulting found 42% of firms are now investing in technology, up from 35% in November 2024.

Financial planning firms increase investment in technology to manage growth and regulation

Financial planning firms are increasingly embracing modern technology to support day-to-day workflows and secure their long-term future, according to the latest Financial Planning Growth Index published by the Saltus Partnership Programme and L.E.K. Consulting. The report, based on responses from 200 senior leaders at financial planning firms, finds that four in ten (42%) firms are investing in technology to manage growth and the regulatory burd…