Friday, October 16, 2020

How New Tech Can Really Help Advisors: Cerulli

Adopting new technology can significantly help advisors, potentially providing both greater efficiency and improved productivity, but many advisors continue to be resistant to new tech, according to ...

from crm - BingNews https://ift.tt/3j0sXbC
October 16, 2020 at 04:14PM

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