Advisory firms are growing at their fastest rates in years – and many firms are predicting significant increases in their technology spending to drive future growth. The research paper analyzes the current and future technology investments of advisory firms, as well as broker-dealers, to identify how technology is re-shaping the overall advice industry. Specifically, this paper provides actionable insights into the strategies that are expected to accelerate growth, improve workflows and enhance the client experience. In addition, it offers an exclusive look at the technology plans of those advisory firms that are making the most substantial commitments to technology.
White Paperswhite paper
Digital DNA 2.0
September 11, 20182018-09-11
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