Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution.
This new study uncovers several key differences in both approach and value proposition between Next-Gen Advisors and Established Advisors – and includes some interesting surprises.
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