 When you can see the benefits down the road from the disruption, it's much easier to work with staff and get buy-in. The worse thing is when everyone smiles and nods and goes back to what they were doing before.”Helen Modly, president of the National Capital Area chapter of the Financial Planning Association. |
Tech training at the top of the to-do list at many RIAs
Joyce Hanson | InvestmentNews, June 2014
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Summary: According to a Fidelity Investments benchmarking study of registered investment adviser firms released this spring, RIAs this year are more likely to train staff on existing technology systems than buy new products. Fully 58% of RIA firms ranked training of staff on existing systems as the second biggest technology opportunity, according to the online survey of more than 500 firms conducted by Fidelity Institutional Wealth Services
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