Ed. Note: This article first appeared in IBTimes In the old days, before the iPhone, a financial advisory firms could get away without updating their technology every year, but not anymore. As consumers go mobile, they expect advisors to be up-to-the-minute with the latest technology. Almost everyone uses the web or mobile technology and expects to
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via Tumblr Technology: Advisors Need To Do Due Diligence Before Buying New Technology For Firm
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