To compete with the robo invasion, advisors are (finally) embracing digital tools that can boost their efficiency and improve their advice. But which ones are worth the investment?
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Advisors are discovering unexpected uses for digital tools, making them even more integral to their success
Listen to planner Eric Aanes' story about connecting with imperiled clients during the California wildfires
'I woke to the smell of smoke'
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Advisor Tech Satisfaction Analytics
An interactive resource for independent broker-dealers, tech vendors and leading RIAs. For more information, contact Group Editorial Director Scott Wenger at 212.803.8796 or FPeditor@sourcemedia.com
