Sixty-eight percent of advisors see technology adoption as central to their operational strategy, allowing them to spend more time with clients and achieve firm growth, according to the survey."
Schwab Independent Advisor Outlook Study (IAOS). |
Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
Sixty-eight percent of advisors see technology adoption as central to their operational strategy, allowing them to spend more time with clients and achieve firm growth, according to the survey."
Schwab Independent Advisor Outlook Study (IAOS). |
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