Technology Special Section

Views From The Experts

 

GABRIEL COOPER
Director, Business Development 
Client Marketing Systems, Inc. – Advisors Assistant CRM

What is Most Misunderstood about “Robo-Advisors”?

 

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BRYSON POUW
President
Blaze Portfolio

Advisor Technology Panacea: Balancing Scale and High-Touch

 

 

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DREW DIMARINO
Executive Vice President
eMoney Advisor

Don’t Go to War with Rocks: Arming Yourself with
Technology

 

 

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LARRY BAKER 
Principal
BaySys Technology, LLC

Should it Really be this Difficult to do your Billing
and Reporting?

 

 

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Click Here For The Technology Special Section Article As Seen In Financial Advisor Magazine