 Today, technology isn’t an option for advisers. It’s an integral part of how they do business because their clients expect it.”Ed O'Brien, CEO, eMoney Advisor |
VOICES Fintech is at its prime and advisers need it to remain competitive
Ed O'Brien | Financial Plannning, September 2016
Read the article online >
Summary: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.: While it’s clear that technology for personal finance has shifted in ways we couldn’t have predicted three decades ago, the foundation of success in our industry relies on one thing, and it’s old-school: solid financial planning.
Be the first to comment on this Article
