Nasdaq TradeTalks: How advisors leverage technology to evolve and scale their businesses
Advisors’ relationships with clients are at the heart of what they do.
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Nasdaq TradeTalks: How advisors leverage technology to evolve and scale their businesses
Our Head of Advisor Solutions, Jeff Benfield, discusses current challenges and opportunities for advisors following generational shifts, technology advances, and increasing client demands for hyper-personalized experiences. “As we’ve looked over the last couple decades, what advisors bring to the market has changed dramatically. Relationships are still important, but I think partnerships that advisors and their clients have through technology offerings and platforms are going to make a difference.”