Technology
7 Technology Investments Financial Advisors Should Make Before 2026 (And Their Expected ROI)
Plan your 2026 advisor tech budget with data-backed ROI calculations. Industry benchmarks show top-performing RIAs spend 4.2-5% of revenue on technology and see 16.6% AUM growth. See what to invest in first and how to calculate your expected returns.
Cameron Howe • Nov 18, 2025