Zephyr's Adjusted for Risk: Beat Direct-to-Consumer Technology: The Advisor’s Edge
AI SummaryAI-generated — verify against the source.This article explores how financial advisors can leverage technology to meet evolving investor expectations and maintain a competitive edge against direct-to-consumer platforms. It emphasizes the necessity of delivering a client-centric investment experience, suggesting that advisors must adopt better tech-enabled workflows to differentiate their value proposition.
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