The latest in financial #AdviserTech — January 2022
The first installment of a two-part series looking at the major trends in the financial adviser ecosystem that shaped big AdviserTech events in 2021, and what those trends portend for the year to come.
In this month’s edition, we look back at the four major trends underway in the financial adviser ecosystem that shaped the big AdviserTech events that occurred in 2021, and what the trends portend for the year to come.
The first driving trend is the ongoing shift of the financial adviser value
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