Advisory clients need to implement, but not over-use, modern technology

HighTower Podcast: Collective Wisdom

المحتوى المقدم من Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرةً بواسطة Collective Wisdom from HighTower’s Global Investment Solutions and HighTower’s Global Investment Solutions أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

5y ago 8:21

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Lauren Pearson of HT Somerset and Jim Ewing of Ewing/Cona Wealth Management acknowledge that financial-advisory technology is changing rapidly, and that while technologies can give clients more and better control of their money, too much tech can create paralysis-by-analysis and other problems. In this rebroadcast of a podcast from January, the two veteran advisers discuss how they integrate fin-tech with their clients.

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