Bob Veres shares key trends from the latest T3/Inside Information Advisor Software Survey from the T3 2025 Advisor Conference that took place on March 3-6 in Dallas. He talks about the results of the survey and how companies moved up or down from year-to-year in ratings, excitement about the new innovators and explains the evolution of advisor tech and the shift to AI to help advisors save time and money.
Watch the video: T3 Takeaways: AI, Market Shifts, and the Future of Advisor Tech