Updated Thursday, July 24, 2014 as of 6:41 AM ET

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Wealthy Clients Expect More Tech Engagement From Advisors

Donald Jay Korn

“Investors can find their account balances anywhere,” said Kevin Crowe, head of solutions for SEI Advisor Network. “We found they want their advisors’ technology to help identify clients’ goals, create plans, and show what progress is being made towards meeting those goals.”

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