Advisors are being compelled to integrate technology into their practices to offer clients customized financial management solutions.
1 report, 1 independent
Updated Jun 30
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What happened
Advisors are being compelled to integrate technology into their practices to offer clients customized financial management solutions.
Who's involved
What this event is mainly aboutHow it developed
Newest first. Tap a step to see who reported it.- Wealth Management features its firm's evolution, with Adrian Duran as head of recruiting, while Mohr is president of Integrated Partners and Paul Saganey is the founder.Sub-event
Advisors must utilize technology to provide customized wealth management services.1 source