Envestnet Advisor Summit Highlights “The Intelligent Financial Life”
Today’s financial advisor clients and investors are tech-savvy, demanding transparency and embracing change more willingly than previous generations. However, even the less tech-savvy had to adapt to a digital-first financial landscape during the pandemic and are increasingly embracing financial technologies for banking, payments, investing, and more. According to a 2021 Plaid report, 95 percent of millennials …
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