Christophe Langlois “The new decade is upon us and with it a sea change in how advisors are—and will be—utilizing technology in their practices. Robo-advisors have become mainstream both directly to the public and via privately owned RIAs. Mega-mergers like the Schwab/TD Ameritrade deal have shifted the competitive landscape forever. New regulations continue to abound (and confuse). And fee compression further rears its ugly head. And for all those reasons, advisors more than ever need to utilize effective technology to navigate the constant minefields of running an effective and growing wealth management practice.”
Source: Financial Advisor
