I’m in Carlifornia this week, attending the T3 Advisor Conference. The event features an impressive array of technology solutions available to US advisers. From portfolio management, account aggregation, financial planning, to CRM, client reporting, client acqusition and lead-generation.
So, I caught up with my friend Michael Kitces to talk about some of the key trends in the adviser fintech space and what this means for financial planners.
Want in-depth research-based insight on retirement income? Join leading academics, researchers and financial planners at the Science of Retirement Conference on the 1st of March, 2017.