Innovation will set apart the acquirer from the acquiree: Q&A with In|Vest speaker, Silver Lane Advisors' Liz Nesvold
Sean Alloca | Financial Planning, May 2019
Read the article online >Summary: It’s a difficult question because honestly there are advisors today who aren’t taking advantage of the tools that are available to scale their businesses. Far too many advisors haven’t reinvested in technology and continue to rely on legacy systems. The RIA community started to evolve in the ‘70s and ‘80s, so it’s an aging community. And the older advisors are less comfortable embracing the latest and greatest.