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Advisors' Tech Use Is Up, but Satisfaction Is Down: Kitces
News September 08, 2025 at 02:41 PM
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What You Need To Know
- Kitces.com has published a new edition of its advisor technology usage report.
- Of 23 tech categories, advisor satisfaction fell in all but three.
- To find success, firms need to balance "all-in-one" and "best-in-class" solutions.
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