Financial Advisors: Technology decisions

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December 07, 2023

by a searcher from The University of Chicago - Booth School of Business in Chicago, IL, USA

Looking to connect with financial advisors (RIAs, planners, etc.) to better understand technology decisions for client-facing tech and approach to long-term asset / succession planning.

Thanks!


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Reply by a searcher
from University of Central Florida in Boca Raton, FL, USA
Happy to connect as I work in the field on these topics daily.
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Reply by a searcher
from Delhi College of Engineering (DCE) in Austin, TX, USA
Hi Elenor, did you find any solutions?
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