Why advisors need to make the right choices on technology
The Globe and Mail Danny Bradbury Published January 8, 2021 metamorworks/iStockPhoto / Getty Images Advisors who embrace financial technology tend to be more successful in attracting clients and their assets, but an abundance of choice is making it difficult for others to incorporate these new tools into their practices, according to a recent report from Cerulli Associates Inc. The Boston-based research and consulting firm analyzed how advisors leverage technology and determined them to be l...
Source: theglobeandmail.com