HOLLYWOOD, Fla. – Investors of all ages and incomes want more online services and features in order to be more informed and involved in their investment activities. And if they don’t get them from their financial advisors, they’ll find someone – if they haven’t already – who will.
But for advisors, expanding or creating the type of online presence that their increasingly sophisticated clients demand means making a significant financial and operational investment, sidestepping some regulatory land mines and doing it all in a way that provides value to the client without rendering them irrelevant to the process.
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