Using Technology To Increase Advisors' Available Time With Clients
CTOs from large firms explain how reducing friction can free advisors to focus on the relationships that drive their businesses.
Source: wealthmanagement.com
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RIA Roundup: Dakota Wealth Grows to $3.8B with Jonathan D. Pond
Dakota, Mariner, Paragon, Cetera, tru Independence and Osaic all added advisors this week, while Berthel Fisher and Dynasty announced some executive changes
Source: wealthmanagement.com