“Technology is not going to replace advisors, but advisors who do embrace technology are going to replace advisors who don’t,” said David Karr, chairman of Equitable Advisors.
Vib Arya, chief operating officer at Shufro Rose & Co., provides an honest assessment of the technology tools used by the $1.8 billion AUM firm to work with clients and drive business.
The president of Merit Financial Advisors discusses the importance of cultivating top talent and creating a strong company culture. Sponsored by Commonwealth
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