 Some advisors are resisting technological change, but an increasing number are embracing it. It is the latter group that is sure to prosper in the years ahead."Joel Bruckenstein, Technology Tools For Today |
Summary: The pace of change in advisor technology has never been greater, nor has the technological disparity among financial services firms. At one end of the spectrum, some firms are still using hardware and software originally developed and deployed in the 1980s. At the other end, we have firms deploying software that didn’t even exist in the financial advisor space a few years ago.
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