From mobile banking apps to investing portals, wealth-management clients are surrounded by digital technology that makes their financial lives easier. Despite that, a recent survey on financial technology by PwC showed that fewer than 30% of advisory firms … Powered by WPeMatico

from https://blogs.wsj.com/moneybeat/2017/04/18/wsj-wealth-adviser-briefing-why-firms-need-to-bolster-tech-offerings/

From https://dentalentrepreneur.tumblr.com/post/159739502392

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