Financial Planning |
Tech Survey: How advisors restock toolkits amid fintech's 'Wild West'
Financial Planning Mobile is No. 1. The fervor for robo advice is cooling. Cost concerns abound. And FOMO paralysis is holding firms back from big purchases. Those are just some of the major findings of this year's Financial Planning Tech Survey. Several surprises ... |
Monday, December 3, 2018
Tech Survey: How advisors restock toolkits amid fintech's 'Wild West' - Financial Planning
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