Technology gains allow for scale for advisors of all sizes on a level not previously seen. But for many, that means not going it alone, and tapping into the economies of model portfolios.
Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.
Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
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