How RIAs can avoid getting burnt out by new tech
Advisers now have a wide array of options from financial planning software, risk management and analytics platforms, digital marketing and CRM tools. What point does it become too much?
Breakaway advisers welcome the ability to choose their own tech and tailor their practices to their lifestyles, but those choices can be some of the most vital decisions newly minted RIAs will have to make.
“These are really small businesses,” said Adam Boyer, senior vice president of digital
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