 All advisors have to do is take that first step and get started. Wealth management is no longer that same sleepy corner of the industry anymore."David Benskin, Wealth Access. |
Automation is Here to Stay in Wealth Management - Are You?
David Benskin | IRIS, July 2015
Read the article online >
Summary: For the past couple of decades, wealth management has been a pretty sleepy corner of the financial services industry. Not much has changed in the process of delivering financial advice over the years, despite the fact that there have been seismic shifts in technologies, demographics and consumer demands during that same time frame.
Be the first to comment on this Article
