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The Advisor Fintech Landscape

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Includes a Live Event on 08/22/2022 at 12:00 PM (MDT)

A new report, based on a survey completed by 4,495 financial advisors and planners, shows the total market share and average user ratings for more than 500 tech solutions in 39 different categories.  Join co-author Bob Veres as he discusses the data from the T3/Inside Information Software Survey, some of the surprises, and the direction that the tech marketplace is evolving. 

review highlights, charts, graphs and detailed market share and user rating data from 36 different fintech categories discuss possible service-enhancing and time-saving options from survey data results explore key trends and takeaways from the changing software landscape

Bob Veres

Inside Information

Bob Veres is editor and publisher of the Inside Information guide to trends and innovations in the profession, author of The New Profession, and for 20 years was a contributing editor and columnist for Financial Planning magazine. As a journalist, he has won several national awards, including the Jesse H. Neal Award from the American Business Media group, considered the most prestigious editorial honor in the field of specialized journalism, and the Azbee Award of Excellence from the American Society of Business Press Editors.

Over his 40-year career in the financial services world, Mr. Veres has worked as editor of Financial Planning magazine; as a contributing editor to the Journal of Financial Planning; as a columnist and editor-at-large of Investment Advisor magazine; and as editor of Morningstar’s advisor web site: MorningstarAdvisor.com. He is a sought-after speaker for many of the planning world’s most important professional conferences.
In addition, Mr. Veres co-produces the Insider’s Forum conference for independent financial advisory firms.

Mr. Veres has been named one of the most influential people in the financial planning profession by Investment Advisor magazine and Financial Planning magazine, was granted the Special Achievement Award for service to the profession by the National Association of Personal Financial Advisors, and the Heart of Financial Planning Distinguished Service Award from the Denver-based Financial Planning Association.

In addition to his professional activities, Mr. Veres has authored five novels: Song of the Universe, The Root of All Evil, Conversations With My Daughter, South of Maya and The Galactic Taxi Service.


The Advisor Fintech Landscape
08/22/2022 at 12:00 PM (MDT)   |  60 minutes
08/22/2022 at 12:00 PM (MDT)   |  60 minutes
Course Evaluation
7 Questions
Certificate of Completion
Live Viewing: No credits available and certificate available
Live Viewing: No credits available and certificate available