Category: Resource

White Paper: Shifting Economics of Adviser Technology

The financial advice industry has seen seismic shifts over the past decade that have changed the very fabric of what it means to invest. Technology has been, and continues to be, a major driver of change in the industry.

However, all technology is not created equal – and neither are the benefits it can bring to advisers, institutions, and the investors they serve.

Read The Study

White Paper: Shifting Economics of Adviser Technology

Financial technology has been slow to adopt the free software model that drives much of the digital world. Utilities that you use every day – email, document clouds, social networks – are completely free. Why should the digital tools required to run your practice be any different?

We’ve dug deep into these shifting economics and uncovered how advisers can reduce their overhead to pull ahead of the pack.

Read The Study