What top advisory firms do right when it comes to technology
Seventy-four percent of Elite RIAs said technology is strengthening their effectiveness as advisers, allowing them to better customize services to their clients.
The recently released 2016 Study of Elite RIAs, prepared by InvestmentNews, chose the group of Elite RIAs from among 401 firms that responded to a survey between March 10 and May 10. Firms deemed “elite” had more than $250 million in assets under management and ranked in the 50th or high
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