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AdvisorTech: Turning Prospects Into Clients

In a world that’s more technologically-equipped than ever before, where are the holes in the advisor tech stack? That was the subject of the “AdvisorTech Expo” panel hosted by Ritholtz Wealth Management’s Michael Batnick at Exchange ETFs in Miami Tuesday, with a range of advisor tech firm founders sharing their thoughts on capturing prospects and [...] The post AdvisorTech: Turning Prospects Into Clients appeared first on ETF Trends .
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