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Our technology columnist says the deep-data prospecting tool, already used by a handful of national private wealth firms, could be a game changer for independent advisors.
Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.
RIAs can benefit by increasing the talent pool beyond the geographic limitations of the firm’s physical office, but methodical planning and proper diligence are required to ensure success.
