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Is Your Tech House in Order? – Episode 20
Manage episode 425643483 series 3518816
Konten disediakan oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh CEG Worldwide and CEG Insights, CEG Worldwide, and CEG Insights atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
Financial technology is a hot-button issue for many advisors as they attempt to offer tech that investors want and value, while also not going overboard with “bells and whistles” that clients are likely to ignore. Given how rapidly the tech landscape changes, that can be a tall order.
With that in mind, here’s a look at some of the ways today’s affluent clients view fin-tech.
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