With more and more advisors replacing face-to-face meetings with Zoom calls, it bears asking: How well is “working from home” working for your clients?
In the July 15 issue of Investment News, Ryan Burwell, Director of PWM Technology Strategy, and John Taft, Vice Chairman and former SIFMA chairman, discuss how the wealth management industry is changing, and that the firms best positioned to succeed are those truly committed to a digital future.
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