About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn’t.

Of course, we’ve come a long way since then. Now, virtually everyone appreciates how much value tech brings, whether it’s a small advisor team operating on Main Street, a large RIA aggregator with tens of billions under management or a broker-dealer with national reach.

 

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