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The pool of technology is wide and deep. But don’t let the tools lead the business, says Vib Arya, COO of New York City RIA Shufro Rose. RIAs need to first have a clear value proposition and articulated workflows before diving in.
Even as new Schwab executive Tom Bradley tours the country reiterating the firm’s commitment to the sub-$100 million advisor, larger RIAs say they too are concerned with service levels and technology downgrades in the wake of the Schwab...