In this article in Investment News, Broadridge President Chris Perry writes how technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive.
Resource
Wealth managers: Technology, used right, is your best friend
Those who understand the origins of the digital age look
well-positioned to thrive.
The digital age has disrupted almost every aspect of our financial lives. But some things have stayed the same: Growth-focused financial advisors still hunt for high-net-worth individuals and seek the right tech to make their jobs easier and their customer interactions more relevant.
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