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Home Tag Archives: Why high-performing advisers are aggressively adopting technology

Tag Archives: Why high-performing advisers are aggressively adopting technology

Why high-performing advisers are aggressively adopting technology

By swarnali
May 16, 2015
in :  Technology
Comments Off on Why high-performing advisers are aggressively adopting technology

        With recent rapid advances in technology, clients now have access to investment apps on their phones that are on par with any wirehouse workstation. So, faced with a clientele increasingly comfortable with technology, how do top-performing financial advisers utilize tech compared to low-quintile producers? “They think more strategically about technology than lower-quintile performers,” said Joel Bruckenstein, …

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