Since fintech emerged on the scene, an increasing number of clients have come to prefer doing business with firms that offer a mix of digital programs and services. As a result, financial planners who are able to utilize fintech tools while helping clients navigate complicated financial scenarios are more likely to succeed.
To help you navigate this topic, we've rounded up information and resources that will help you understand how the latest software, systems, big data and AI are impacting the planning process and financial planning firms.
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