TITLE

The Future of FAs & IT

AUTHOR(S)
LEVAUX, JANET
PUB. DATE
May 2013
SOURCE
Research;May2013, Vol. 36 Issue 5, p11
SOURCE TYPE
Periodical
DOC. TYPE
Article
ABSTRACT
The article discusses the conference entitled "TechLeaders 2013" that was held in Dallas, Texas. The conference highlighted the challenges faced by financial advisors and their broker-dealers amid changing technology, regulations and investor demands. According to Peter Montoya, executive producer of the conference, use of social media can strengthen relationships with long-term clients.
ACCESSION #
87533491

 

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