FP Tech Survey 2011: Everything Advisors Need to Know About Apps, Devices

When Financial Planning conducted its annual tech survey in 2007 - almost 300 advisors participated that year, compared with a record 3,200 this year - the markets were entering what would become the darkest period since the Great Depression. Operationally, the next few years exposed serious deficiencies at many financial firms, leading to the heightened interest in technology.

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