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Thought Leadership in Action

Tech-Heavy RIAs Rise to the Top

“It’s a virtuous circle — technology begets growth and growth begets increased adoption.” Michael Thrasher, RIA Intel, Oct. 19, 2020 Most financial advisors “do not use technology extensively” but the ones who do, are more efficient and manage more money, according to a study by Cerulli Associates, a Boston-based research and consulting firm. “While the analysis was done before the Covid...

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