CHICAGO - Financial services firms and advisors are relying on new technology and enhanced training to take a more holistic financial planning approach with clients.
"We recently, in 2012, completely overhauled our technology platform largely to empower a differentiated process," Patrick O'Connor, a senior vice presidents of wealth management solutions at Raymond James, told an audience of about 100 industry leaders at the Securities Industry and Financial Markets Association Private Client conference on Thursday. "As we rolled out a new system at Raymond James last year called Goal Planning and Monitoring, we've firmly embraced a paradigm shift."
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