In May 2018, Redtail Technology conducted the 2018 Gen Tech Survey to better understand how financial advisors and their staff are using practice management technology solutions. Redtail surveyed more than 2,300 wealth management professionals across the United States on the types of software their firms currently use, how they access information, and how succession planning figures into the future of their practices.
You can learn more about the results of the survey via the links and the infographic below:
