Updated Friday, August 1, 2014 as of 7:52 AM ET

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3 Tech Trends Advisors Need to Understand

Rachel F. Elson

Is your business ready to offer mobile services to clients? Already, a quarter of U.S. online adults have an interest in using their mobile devices as a main channel for their personal financial life, said Neesha Hathi, senior vice president of Charles Schwab's Advisor Technology Solutions, at a technology trends panel Wednesday at Schwab's Impact conference.

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