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Leveraging Technology & Data
Tech in Business
98% of advisors say that technology impacts their decision to join a new firm, with 70% saying it ‘significantly impacts’ that choice.
Fixed Income Insights
Weekly Wire: It’s always darkest before the dawn
This piece is approved to use with clients.
It is one thing to understand we are living through an unprecedented, pandemic driven economic downturn, and all together another to learn the US unemployment rate is 14.7% and that 20.5 million of our fellow Americans lost their jobs in April.
Leveraging Technology & Data
The Future of the Decision Making Process for the Financial Services Industry
Financial institutions (FIs) and wealth management firms need to be focused on analytics for good reason: Data analytics provide the deep level of business intelligence that firms require to identify the largest growth opportunities as well as their biggest risks.
Leveraging Technology & Data
Technology Integration Turbocharges Advisor Productivity: Making Time for Clients
More than ever, advisors are relying on technology are relying on technology to help meet growing demands. This report will show you how advisors are using well-integrated technology platforms to boost productivity.