Virtually all advisors know they need to get smarter about the technology they use to interact with clients. Fidelity research shows that 75% of advisors felt that they needed to use the latest technology to grow assets among younger clients. And there’s good reason to feel that way: Fidelity also found that Gen X and Gen Y investors sought three core benefits of technology in their advisor relationships: communication, collaboration and accessibility.
All On Wall Street articles are archived after 7 days. REGISTER NOW for unlimited access to all recently archived articles, as well as thousands of searchable stories. Registered Members also gain access to exclusive industry white paper downloads, web seminars, blog discussions, the iPad App, CE Exams, and conference discounts. Qualified members may also choose to receive our free monthly magazine and any of our daily or weekly e-newsletters covering the latest breaking news, opinions from industry leaders, developing trends and growth strategies.