In the advisor technology sphere, it used to be enough to look for evidence of change. What’s different now is the velocity of the action.

This profession has historically been slow to embrace new technologies; firms could take a wait-and-see attitude toward new technologies without paying a price. That is no longer the case. From robo advisor technology to real-world tools that build on mobile platforms, and from risk assessment to financial planning software, changes are taking place that will shape the industry for years to come.

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