Investment News - What's the next emerging technology for wealth advisers?

Investment News - What's the next emerging technology for wealth advisers?

The current and future states of adviser technology were the subjects of two hour-long sessions at the InvestmentNews Technology Think Tank held in September in New York. In each session, participants were asked to identify their firm's top tech-related challenges and opportunities — first tackling those issues they face now and then turning to future concerns.

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