Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.
While the firm's sales and marketing teams will benefit first, Franklin Templeton hopes the technology will have broader applications for financial services.
As clients become increasingly aware of the complexities of wealth transfer, asset protection and legacy planning, they expect comprehensive guidance from their advisors.
