“Multi-Account Investment Management Is Here To Stay”
The article, InvesmentNews‘ Investment Technology: Can Alexa Handle Multi-Account Portfolio Management?, describes how financial advisers can stay ahead of the curve by adapting some of the technologies that are already available for multi-account investment management.
Cowley suggests that, “As new tools become more readily available, they are not only becoming an engrained part of the retirement landscape, but something investors are beginning to expect. Advisers can stay ahead of the curve by adopting some of the technologies that are already available.”
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