How does technology affect the recruitment and retention of talent for wealth management firms? That's what this survey, done in partnership with Wealth Mosaic, explores.
Read the Technology for Recruitment and Retention Report to find out how executives from a mix of RIA, independent advisory, investment management, and platform backgrounds rate the importance of technology in areas such as technology adoption, future-proofing firms, areas of improvement, and more.
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1:01:49Strengthen Client Loyalty in Times of Change for High Net Worth Clients with wealthmanagement.com
Done right, managing bill pay for your high-net-worth clients will make them happier and more loyal.
Why Wealth Advisors and Family Office Firms Need to MakeThat Digital BusinessTransformation Now
No one expects disruption in their market, but when it happens, it can be hard for companies—even savvy technology companies—to understand what is happening and catch up with the trends.
