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The second day of the advisor tech fest brought tips on building a practice through social media, news around Black Diamond’s partnerships with Advizr and SmartX, and a sunset cruise along the Intercoastal.
Despite choppy markets, optimism was rampant at the tech conference as advisors got a glimpse of the latest digital advances both inside and outside the industry.
It wasn’t just the robos that had issues during the market rout, Riskalyze launches Riskalyze Retirement Solutions at T3 and Advisor Group partners with The W Source.
Craig David Dima has been barred for inappropriate toothpaste trades, unclaimed 2013 tax returns total $1 billion and digital account aggregation is the new normal.
Reports of our imminent demise are greatly exaggerated. We can justify our fees in an age of digital disruption by staying relevant and enriching the lives of our clients.
