Practifi COO Emily Wilcox talks about improving advisor tech adoption
Emily Wilcox
Wilcox blames the low level of adoption on some tools on the fact that firms aren't spending enough time training advisors on the technology after they invest in it.
It doesn’t matter how much money wealth management firms invest in technology if financial advisors don’t use it.
Adoption is an issue that has plagued the industry for years, though there are encouraging signs of improvement. Schwab Advisor Services recently reported that 98% of registered i
Learn more about reprints and licensing for this article.
