Financial Planning 2012 TECH SURVEY

We attribute the initial lack of enthusiasm for Windows 8 to a number of factors. First, not all of the B-Ds, custodians and vendors are prepared for a new OS the day it launches. Second, many advisors have not been educated about the potential benefits of Windows 8 yet. Third, the new Windows 8 Start page can be intimidating the first time you see it. We have no hard evidence to support the notion that advisors will adopt Windows 8 more rapidly than the survey numbers indicate, but we think the new OS, combined with the attractiveness of Windows 8 tablets and phones, will win over advisors sooner rather than later.

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