As financial advisors continue to expand their practice reach to include a broader segment of the high-net-worth and mass-affluent markets, technology has become increasingly important for maintaining the balance between consistently high service levels, productivity and profitability. How today's advisors use the technologies available to them, from integrated trading platforms and customer relationship management tools to social and mobile media, will determine their competitive advantage well into the future. - read more
Working Smarter: Greater Efficiency Through Technology.
May 9, 2011
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