There are many evolving and compelling forces at work on the traditional advisor business model and value proposition, but none as transformative as the wave of financial technology in the form of the growing number of FinTech companies.
"All industries, especially financial services, should take note that dynamically partnering with your community should be part of every firm’s business model." - Bill Hortz, Institute for Innovation Development
“The greater likelihood of regulatory enforcement action looms as an existential threat to advisors, money managers and broker-dealers.” – Todd Cipperman, Cipperman Compliance Services
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