INNOVATORS – Vision 2020
Technology challenges and opportunities for financial advisors for the decade ahead.
Your practice isn’t as safe as you think it is. There are a lot of technology pitfalls and challenges that could start to pick up soon. But, how do you turn these challenges into opportunities – and ultimately scale your business for really strong growth.
James Gallardo, the research guru at InvestmentNews, talks about what’s now and what’s next in advisor technology.
