The Future of FAs & IT
The broker-dealer industry is going through a less-than-wonderful transition to a more automated and tech-connected world, according to many experts and insiders at TechLeaders 2013, a B-2-B conference. The annual conference, held each spring in the greater Dallas area, drew about 150 professionals. The event highlighted the multiple challenges faced...
Advisors and Technology: A Love-Hate Relationship
Experts at TechLeaders 2013 share reasons why this trend may—or may not—be changing.