Author

Sort By: (Newest to Oldest)
How to Ensure Advisor Growth through a Consolidated Tech Stack

How to Ensure Advisor Growth through a Consolidated Tech Stack

John Rivers
Written by John Rivers September 16, 2019

Today’s financial advisors are no longer the Goliaths, they’re the Davids. Due to rapid market and technology changes, they must now stand up to robo-advisors, fee compression, and technological uncertainty to provide clients with timely solutions that make them feel well-informed, secure, and confident. In addition, they must navigate more demanding client expectations and stringent…

Read More
Wealth Management