Technology is changing how financial advisors do business

Technology is everywhere in our ever-connected data-driven era with its bunch of disruptions, expectations and benefits.

For instance, technology is changing how financial advisors do business. A new study (in The Future of the Financial Advisor™) shows that, self-service resources, including digital tools that can be accessed on the fly, are becoming an increasingly important touchpoint.

Advisors now have immediate access to the latest product and performance data online, and they are expecting more specialized support from asset managers.