 Traditional wealth management firms are failing to meet the digital needs of these clients. Fewer than 20% of traditional firms respond to this demand."Jud Bergman, CEO, Envestnet.
|
How Advisors Can Be the Next Disruptors
Gil Weinreich | Think Advisor, December 2014
Read the article online >
Summary: Financial advisors needn’t fear the ravages of disruptive technology. They can grab the bull by the horns and ride it themselves. That may be the overriding message of experts in advisor technology, including Spencer Segal and Eric Poirier, speaking at MarketCounsel’s annual conference in Las Vegas on Wednesday
Be the first to comment on this Article
