Three years doesn’t seem like a long time. But the wealth management industry has experienced a number of technological innovations in that period, from the development of new software tools for advisors to the rise of automated advice platforms.
The pace of change has forced all advisors to consider how best to digitize their practices. The process, as Financial Planning’s annual technology survey through the years shows, is an uneven one: some innovations garner quick traction, while advisors stubbornly refrain from adopting others.
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