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T3 report highlights top tech for advisors
Here are the fintech tools advisors are using, from CRMs to video conferencing.
Practifi COO Emily Wilcox talks about improving advisor tech adoption
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.
Custody newbie Altruist claims No. 3 spot with SSG acquisition
In less than two weeks, Altruist's custody business grows from zero to more than 3,000 RIA clients, with only Schwab and Fidelity having more RIA relationships.
