Tech-forward advisors serve clients better: Study
The combination of technology and the use of financial psychology 'creates better client outcomes,’ eMoney manager says.
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
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