 We've reached a real tipping point in terms of technology--it's opening the door for advisers with aspirations of striking out on their own by helping us do more with less.Vincent Barbera is partner at Newbridge Wealth Management |
Vincent Barbera, on Technology Helping Advisers Go Indy
Vincent Barbera | Wall Street Journal Online, February 2014
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Summary: When I was first considering starting my own independent RIA, I knew there was no way I could keep up with "robo-advising platforms" and their powerful, interactive tools. Over the last year or two that's changed. Today there are a number of systems and software options that allow smaller RIAs to offer their clients the same level of technology and service that they'd find in an online platform or with a larger adviser.
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