“Technology is not going to replace advisors, but advisors who do embrace technology are going to replace advisors who don’t,” said David Karr, chairman of Equitable Advisors.
AdvisorEngine's Craig Ramsey details why having up-to-date data allows for better and faster decision making.
Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.
F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.
The upcoming service will focus on investors who do not currently meet the asset minimums at most firms.
The modern workplace requires financial firms to move with the times.