The Big Q: What Tech Has Most Improved Your Practice as a Financial Advisor? – Barron’s

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The Big Q: What Tech Has Most Improved Your Practice as a Financial Advisor? – Barron’s

Wealth management technology is changing at a fast clip—and dramatically remaking the business. It’s no small matter for advisors. Their abi

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Wealth management technology is changing at a fast clip—and dramatically remaking the business. It’s no small matter for advisors. Their ability to serve their clients well is often determined by the quality of their tools. An easy-to-navigate client portal or robust portfolio management software can make the job much easier. 

With that in mind, Barron’s Advisor sought out advisors’ opinions on what tech tools are currently making the biggest difference in their practices. It’s part of our regular feature called The Big Q,…

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