 Firms “that can delicately balance the use of people and technology, merging the two in what we call the 'bionic adviser,' will be the bigger winner."Rudy Adolf, chief executive, Focus Financial. |
Service firms race to help advisers create digital platforms
Liz Skinner | InvestmentNews, December 2014
Read the article online >
Summary: Custodians and other firms that serve financial advisers are scrambling to help them integrate digital platforms that will enable them to profit from younger clients and those with fewer assets.
Be the first to comment on this Article
