How Advisor Technology is Jeopardizing Its Own Future – RIA Intel

“The researcher found that of 44,055 advisor practices, representing 40% of advisor-managed assets, are only medium technology users, meaning the practices “do not use technology extensively and could be better serviced by strategic partners.” Micheal Thrasher, RIAintel.com Chief Technology Officer, Matt Meineke, elaborates “As someone that addresses this issue daily, I can’t say I’m surprised […]

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