Financial Advisors: Technology decisions

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by a searcher from The University of Chicago - Booth School of Business
in Chicago, IL, USA

2yrs ago

Financial Advisors: Technology decisions

Looking to connect with financial advisors (RIAs, planners, etc.) to better understand technology decisions for client-facing tech and approach to long-term asset / succession planning.

Thanks!

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reply by a searcher 1yr ago
from Delhi College of Engineering (DCE) in Austin, TX, USA

Hi Elenor, did you find any solutions?

reply by a searcher 1yr ago
from University of Central Florida in Boca Raton, FL, USA

Happy to connect as I work in the field on these topics daily.