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RIAs find it easy to justify spending more on technology in 2017

Dec 28, 2016 - ICT Monitor Worldwide

Technology is a necessity in the modern financial advice industry, and not staying ahead of it is essentially the same as ignoring it altogether.

There is no way we will become robo advisers, but we have to create a digital experience because the amount of automation that will hit the financial advice businesses in the next five years is mind boggling, said Gregory Gardner, president of The Gardner Group.

In line with projections across the financial advice industry, Mr. Gardner esti...