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Release Tomorrow | The 2021 Tech Survey | How the latest technological developments are impacting the wealth management industry. Are you prepared? | | SUBSCRIBE NOW |
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Advisors across the board agree that technology is critically important for future growth. This exclusive survey will explore the software and trends that are responsible for a rapid reshaping of the wealth management industry.
The insights provided by this report — like how just one-third of advisors feel they are very well prepared to meet clients’ needs for technology in the future — will support how advisors plan for the months, years, and decades to come.
This exclusive survey is only available for Financial Planning subscribers and releases tomorrow on July 12th. |
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Don't miss your chance to access these findings | | LEARN MORE |
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