Tuesday Jun 25, 2024
Is Your Tech House in Order? – Episode 20
Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a tall order.
With that in mind, here’s a look at some of the ways today’s affluent clients view fin-tech.