TECHNOLOGY ROUND TABLE: Clients indifferent to technology
Even if they are CrackBerry addicts, many advisory clients won’t lift a thumb to use a financial adviser’s technological tools or capabilities.
NEW YORK — Even if they are CrackBerry addicts, many advisory clients won’t lift a thumb to use a financial adviser’s technological tools or capabilities.
Clients’ seeming indifference to advisory firm technology was one of several insights offered by advisers at independen
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