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Knowledge and Insight > Thought Leadership
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3 Hot Trends in RIA Technology

James Capps | ThinkAdvisor, August 2019
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Summary: The right technology can make a big difference for an RIA practice — allowing financial advisors to compete with large wirehouses and address increasingly complex client needs. According to a recent study commissioned by Million Dollar Round Table (MDRT), 95% of respondents believe it’s important that advisors are both technologically savvy and use updated technology-based tools in their practices.

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