Whitepaper | How to provide higher value to clients in a rapidly changing industry

Technology is filling in the value gap between advisors and robo-solutions as more firms realize the benefits these tools can provide. Financial technology (FinTech) is constantly evolving, but the greatest concerns in the industry are the threat of increasing competition and of shifting regulation. Many firms are scrambling to organize, define strategy, and roll out advisor and client workflows that will allow compliance departments to rest easy.

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