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Summary: In-person meetings will continue to the be the dominant way advisors communicate with their clients in 10 years, according to SEI's 2025 prediction survey, with 58 percent of advisors saying that will remain their top way to work with clients. Video conferencing came in a distant second at 32 percent.
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Summary: Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way to communicate — and financial services companies can't ignore it.
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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
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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.
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Summary: Despite how much time and energy is spent writing, talking and thinking about the rise of online financial advice, it's still a fairly misunderstood topic, according to the Tiburon Research Group. Everyone seems to have a different definition of “robo-advisor,” and they lead to huge differences when determining the impact online advice has on the wealth management industry.
