From Financial Planning
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Summary: Tech glitches that cause short-term downtime are more likely to interrupt the flow of daily operations than catastrophic events. A recent report by KPMG found that 35% of the IT failures reported in the financial services industry are related to availability — that is, a service or system was down when needed. Another 28% involved technology that failed to behave as it should.
From Investment Advisor Magazine
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Summary: ConnectRoot represents another big step in the myriad ways technology is making independent advice increasingly successful — and the future of financial advice
From WealthManagement.com
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Summary: It’s not just Millennials who’ve come to expect certain services delivered online and in real time. Today’s high-net-worth (HNW) clients of all ages have technology expectations that, if left unmet, could lead to lower client retention and lost new business.
From Financial Planning
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Summary: The pressure on advisors to prepare for their retirement isn't about to let up, despite an industry-wide uptick in the advisor ranks last year, research firm Cerulli Associates warns.
From Financial Advisor Magazine
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Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
