When CLS Investments convenes a meeting of its financial advisors these days, the chances are pretty good that technology will be on the agenda.
The firm, a leading independent third-party money manager, is preaching the gospel of engaging with investors on new platforms ranging from apps for tablet computers and smartphones to online video commentaries and social media sites like Facebook and Twitter.
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