The Wealth Management of the Future Roundtable

Using technology to bridge the knowledge gap for clients

Nov 20, 2013 @ 12:00 am

Runtime: 4:09

Doreen Griffith of Securities America on how technology can be a tool for communicating clearly and succinctly with clients so they can maximize their understanding of an adviserís financial guidance.

0
Comments

What do you think?

Video Channels

Recent Events

2016 Lipper Fund Awards

Wednesday, Mar 23, 2016

Voya Advisor Insight 2016

Monday, Feb 1, 2016