Advisor Roundtable 3.0: What’s Working – Advisor Panel on Implementing Tech Integrations

The CEO Roundtable got together again on April 30 for the final discussion in this three-part series. This time, they were joined by top advisors who shared the vision and application of financial technology tools in their practice. Learn about the trends these leaders are seeing in financial advice delivery and how they are positioning their firms to create more streamlined technology enablement as well as how advisors have implemented integration of multiple Fintech solutions.