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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FiComm Partners' Candice Carlton, and Hightower's Doug Besso, discuss how their own firms and the fastest growing advisors they work with are leveraging technology to successfully engage with clients.
Smaller brands still have an opportunity to differentiate through investment comparison tools, immediate access to client information and access to information on ESG issues.
