Today news
About the same in other media
Tech-forward advisors serve clients better: Study
Reading now: 676
In an age where everyone relies on technology, some prefer to do without. A recent eMoney study found that’s going to be a problem for advisors who aren’t down with tech.
The study found that clients who work with tech-forward advisors — those who rate technology or client portals as very o
Read more on investmentnews.comAbout this in other media
RMD data, Schwab communications roil indie advisors post-TD investmentnews.com /1 year ago
To win business with clients’ kids, advisors really have to try investmentnews.com /1 year ago
How advisors can lead with purpose investmentnews.com /1 year ago
Show more
The website fvbb.com is an aggregator of news from open sources. The source is indicated at the beginning and at the end of the announcement. You can send a complaint on the news if you find it unreliable.
