Advisers still behind on digital account opening, industry leaders say
After years of investing in middle-office technology and client-facing portals, many firms struggle to offer digital account opening on par with fintech startups.
While there's lots of exciting new technology available to financial advisers, much of the industry is still plagued by the same administrative challenges that have bogged it down for decades, according to a panel of industry executives at the Riskalyze Fearless Investing Summit in Salt Lake City la
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