Paul Strid’s guest post for Financial Planning.com: Tech is changing the industry — don’t get left behind

Posted by:

Paul Strid writes Day 17 post for Financial Planning Magazine’s series 30 Days: On How Technology Is Changing Your Practice…

Tech is changing the industry — don’t get left behind

When is a wealth management firm not a wealth management firm?

When it is a technology firm in disguise. I say that tongue in cheek, but there is an element of truthRead More…



0

About the Author:

Concentus Wealth Advisors

Leave a Reply

%d bloggers like this: