Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients. By Anand Gupta


https://www.financial-planning.com/opinion/is-your-tech-stack-driving-away-financial-advisors?utm_source=dlvr.it&utm_medium=blogger