Forecast: How Advisors Will Work in the Future

Virtually all advisors know they need to get smarter about the technology they use to interact with clients. Fidelity research shows that 75% of advisors felt that they needed to use the latest technology to grow assets among younger clients. And there’s good reason to feel that way: Fidelity also found that Gen X and Gen Y investors sought three core benefits of technology in their advisor relationships: communication, collaboration and accessibility.

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Posted by Patricia M | Sunday, June 15 2014 at 7:12PM ET
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