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Tackling the Great Wealth Transfer With TechnologyTackling the Great Wealth Transfer With Technology

Megan Hausmann, senior director of advisory success at Apex Fintech Solutions, emphasizes the need for advisors to adapt their technology to meet the needs of next-gen investors.

July 2, 2024

 

Join Megan Hausmann as she explores how financial advisors can adapt their technology to meet the digital expectations of the next generation of investors, speeding up processes like digital account opening and enhancing client data access for informed decision-making. By embracing these digital solutions, advisors can ensure they remain agile and effectively meet evolving investor needs in a rapidly changing landscape.