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Why high-performing advisers are aggressively adopting technology

With recent rapid advances in technology, clients now have access to investment apps on their phones that are on par with any wirehouse workstation. So, faced with a clientele increasingly comfortable with technology, how do top-performing financial advisers utilize tech compared to low-quintile producers? “They think more strategically about technology than lower-quintile performers,” said Joel Bruckenstein, president of Global Financial Advisors, a fee-only financial planning and investment advisory firm located in Miramar, Fla. Advisers are facing a technology tipping point. Nearly 80% of high-net-worth clients under 40 say they would leave a firm that did not integrate technology into […]