2019: The Year of the Resurgence of the Financial Advisor, With Technology’s Help

Excerpt from WealthManagement.com's article on this year's trends in the financial services industry. Expect to see client-advisor relationships change for the better as advisors embrace the basics and continue digitizing manual processes this year. With technology, financial professionals can increase the frequency and quality of client touchpoints, stripping out the manual inefficiencies and becoming [...]