A growing number of them are prioritizing technology investments, which means advisors who aren’t risking falling behind the curve in productivity and quality of service. According to a recent survey by Financial Planning, zero advisors plan to cut their technology...
Technology hasn’t slowed down to wait for the outdated insurance industry to catch up. Everything from self-driving cars, big data, and sharing economy platforms have tremendous potential to disrupt the industry, and we’re seeing the growing pains manifest...
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