Whitepaper | Connecting the dollars to digital: The ROI behind digital advice

It is hard to ignore the hype around The Digital Revolution in financial services. As with anything new and trendy, many cannot help but wonder if it is here to stay or if it will be nothing but an afterthought by next year. Are the early adopters really reaping the rewards of embracing FinTech trends?

The answer is an overwhelming yes – dollars and digital go hand in hand. Utilizing available FinTech tools has proven to be beneficial for both clients and advisors in every step of the planning process.

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