Advances in fintech are helping financial advisors. Here’s how

Advances in fintech are helping financial advisors. Here’s how

If some financial advisors seem to know clients’ needs before they do, there’s a good chance software is part of the reason.

Financial technology — or fintech, for short — has increased competition in the advice business via automated online platforms. Yet at the same time, advisors have found that those digital advances have bolstered their ability to serve clients, both by freeing up their…

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