 Identify business purposes that can be improved by technology.”Tricia Haskins, vice president of practice management and consulting, Fidelity Investments |
Advisory firms growing with tech, but not without troubles and false starts
Liz Skinner | InvestmentNews, October 2016
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Summary: Financial advice firms are using technology more than ever to improve their profitability and grow. But in practice, tech doesn't always deliver exactly as planned, advisers said.
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