Why high-performing advisers are aggressively adopting technology
With the industry at a technology tipping point, here's what the leading advisers are doing on the technology front
With recent rapid advances in technology, clients now have access to investment apps on their phones that are on par with any wirehouse workstation. So, faced with a clientele increasingly comfortable with technology, how do top-performing financial advisers utilize tech compared to low-quintile pro
Learn more about reprints and licensing for this article.
