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Home>Wealthy Clients Expect More Tech Engagement From Advisors

Wealthy Clients Expect More Tech Engagement From Advisors

Financial Planning News

Thu, 28 Feb 2013

"Investors can find their account balances anywhere," said Kevin Crowe, head of solutions for SEI Advisor Network. "We found they want their advisors' technology to help identify clients' goals, create plans, and show what progress is being made towards

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