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Several non-bank-owned wealth management firms are embracing the innovation fray, often able to adopt new financial planning software more quickly
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What should advisory practices be doing now to make the most of emerging AI capabilities that will play a central role in business and investing?
Most firms rank technology as their most important strategic initiative — but they struggle with how to prioritize and implement change.
The pivotal role technology plays in financial planning today cannot be overstated. It has allowed planners to serve their clients more efficiently and enhance their business. Broadridge’s 2023 Digital Transformation and Next-Gen Technology Study found that 57% of financial services firms agree that digital transformation is their most important strategic initiative. Advancements in technology have
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