7 Must-Have Technologies for Holistic Financial Planners

This article was originally published on ETFTrends.com.

By David Benskin via Iris.xyz The competitive landscape is quickly changing for financial advisors. According to Business Insider Intelligence, robo-advisors will manage $1 trillion in assets by 2020 and $4.6 trillion in assets by 2022, driven by incumbents rolling out their own robo-advisor technologies. Many traditional advisors are also incorporating robo-like features, such as mobile apps, client [...]

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