Investors Demand Top Notch Tech, Former CEO Joins Invent.us
Over the past few days, firms have been adding strategic partners to their stables, tying up connections between tech and practices, even as investors hold advisors with good tech in high regard.
Technology lives at the center of many advisors’ practices—and now those advisors are seeing investor accolades for their efforts. A recent survey underscores how important the right tech is for advisors, while Buckingham Strategic Wealth tightens its ties with a wealthtech firm and a well-known name in technology adds a former CEO of a major broker/dealer to its ranks.