AdvisoryBriefings

Episode 3: RIA Technology Adoption: Driving Affiliation & Service Evolution


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The evolving relationship between financial advisors and technology is profoundly impacting practice affiliation and service delivery. New trends show technology platforms are key drivers in advisors choosing hybrid or tuck-in models, and shifting towards fiduciary advisory services.
Show notes:
• RIA Technology Adoption: Driving Affiliation & Service Evolution (https://www.advisorybriefings.com/blog/ria-technology-adoption)
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