In the piece, Carmine offers a Wealth Management perspective on top financial planning firms and the importance of being technology-focused.
“We are investing in technology that enables us to provide wealth management services through an evolved, digital experience,” he said. “We increasingly see clients wanting mobile access to their investment and financial information. As consumer preferences advance, we’re expanding the use of digital dashboards and interactive tools centered on helping clients understand their finances and plan their financial futures. The goal is to continually engage, educate and demonstrate our value across all demographics and generations of clients.”
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