Hightower Podcast: Collective Wisdom
Advisory clients need to implement, but not over-use, modern technology
- Autor: Vários
- Narrador: Vários
- Editor: Podcast
- Duración: 0:08:21
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Sinopsis
Lauren Pearson of HT Somerset and Jim Ewing of Ewing/Cona Wealth Management acknowledge that financial-advisory technology is changing rapidly, and that while technologies can give clients more and better control of their money, too much tech can create paralysis-by-analysis and other problems. In this rebroadcast of a podcast from January, the two veteran advisers discuss how they integrate fin-tech with their clients.