SAN ANTONIO -- While many advisors and firms have embraced technology, the industry still has some catch-up work to do.
Some innovations, such as allowing planners to work with clients in a more personal way, have been widely adopted. You can tell an advisor he can do that paperwork in his clients kitchen electronically, said David Fetter, CEO of data solutions provider Fetter Logic, at the FSI OneVoice conference. Theres real value in that.
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