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Why advisors need to fix clunky tech

With big tech companies providing a seamless digital customer experience, advisors will have to step up their game to meet client expectations, says Mary-Catherine Lader, COO of BlackRock’s digital wealth group.

More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm. For more, please see: InVest Conference.