Whitepaper | A decade of disruption

November 11, 2019 by Kelton Corcoran

about the author:

Kelton Corcoran

Senior content marketing specialist

Kelton Corcoran is a senior content marketing specialist at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.

Technology has fundamentally changed the financial advice industry. What’s next?

In the last decade, investor expectations have been reshaped by technological advancements and the financial crisis. While a majority of investors still seek the advice of a trusted advisor, today's clients are looking for a more hands-on role in managing their investments. Advances in financial technology have made combining personalized advisor advice with self-service investing tools possible.

Learn about the technological evolution of the financial advice industry and how to prepare your firm for the future in this whitepaper.

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