 Advisors who embrace technology are going to be the ones who scale, grow and ultimately win,”Tricia Haskins, vice president of practice management and consulting, Fidelity Clearing & Custody Solutions |
Tech-Savvy Advisors Are Outperforming Their Peers
Ryan Neal | WealthManagement.com, June 2017
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Summary: According to a new survey by Fidelity Clearing & Custody Solutions, the number of “eAdvisors”—or advisors using twice as many technologies as their peers, and have those tools more deeply integrated into the business—has increased by 10 percentage points since 2014.
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