 Technology moves so fast, everyone wants the new thing, so they’ll always assume that what they have is a step behind.”Tim Welsh, president, Nexus Strategy. |
Smaller Firms, Better Technology?
Ryan W. Neal | wealthmanagement.com, April 2015
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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
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