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Advisors say inadequate tech costs them business during pandemic

from Financial Advisor Magazine

Advisors say inadequate tech costs them business during pandemic Financial Advisor Magazine More than three quarters of U.S. and Canadian advisors in a recent survey reported losing business due to inadequate technology as the coronavirus pandemic took hold. In a survey of 254 advisors in June sponsored by Broadridge Financial Solutions, 77% said that they lost business as a result of not having appropriate technology tools to interact with clients. READ MORE

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