 If there is one key performance indicator that should drive technology decisions, it should be getting a return on satisfaction. If clients are happy, it’s probably working.”Shirl Penney, President and CEO, Dynasty Financial Partners. |
Technology Sweetens Independence
Shirl Penney | On Wall Street, December 2014
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Summary: Financial advisors at independent RIA practices who integrate at least some degree of technology earn approximately 20 percent more in annual income than those who do not. Such an eye opening stat, from a 2013 whitepaper by Envestnet and Aite Group called, “RIA Productivity and Profitability: Integration Pays,” is just one of many cited in the report regarding the positive role of technology in the independent space.
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