For well over a decade, advisors have been demanding more of their technology providers, and it appears the wait is finally over. This year’s Technology Tools for Today Conference, of which I’m a co-founder, included several examples of significant innovations in the advisory tech realm.
There were a number of big announcements leading up to T3 2015. Here’s what I thought were the most significant takeaways.
Register or login for access to this item and much more
All Financial Planning content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access