HNW Pinch: Tech Shortfalls Taxing Advisors

Fest, Glen
August 2006
Bank Technology News;Aug2006, Vol. 19 Issue 8, p1
Trade Publication
The article discusses the need for wealth-advisor practices to upgrade their lagging wealth-practice technology amidst the new wave of inherited wealth in the U.S. in 2006. New technology is necessary to bridge the gap between the processes and technology of actual providers and the increasingly sophisticated demands of clients. Investments into information technology by wealth management firms are expected to increase as a result of the trend.


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