 Advisors should no longer accept the status quo. In order to compete effectively in the future, we need to push the envelope on integration, digital on-boarding and the client experience.”Joel Bruckenstein, CFP, Publisher, T3 Tech Hub |
What's Wrong With Advisor Tech, And How To Fix (Some Of) It
Joel Bruckenstein | FA Magazine, November 2016
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Summary: With all of the great advances we’ve seen in advisor technology over the last several years, you’d think that some of the basic technology problems that have plagued advisors for years would have been addressed by now. Unfortunately, that’s not the case.
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