The Quest For The Ultimate Client-Advisor Experience

By H. Adam Holt, ChFC® | Mar 05, 2018

"What we need to do in “FinTech” is to find a way to apply a different kind of AI - Advisor Intelligence."Adam Holt, CEO, Asset-Map

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How, (not “how much”), you’re investing in FinTech is what matters

By Steve Ambuul | Jan 12, 2017

How, (not “how much”), you’re investing in FinTech is what matters.

Don’t we see articles like this every year?   For decades, advisors are always planning to spend more on technology.  What’s new(ish) this year is the reason:  DoL and fee-compression caused by Robo-advisors.  And this year, like every year, top advisors will set themselves apart not by how much they spend on tech, but how.

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