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Fidelity Opens New Office of the Future to Show Financial Advisors How to Embrace Technology

Date:

Fidelity Opens New Office of the Future to Show Financial Advisors How to Embrace Technology

Author: Alicia Miguel

  1. Study finds one-third of investors would switch their advisors if they were not using technology to enhance their services
  2. 75 percent of advisors felt that they needed to use the latest technology to grow assets among younger clients