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If Hybrid Advice is the Answer, Why Aren’t We There Yet?

08.08.22 | Shannon Rosic

Technology should be an enabler. To be able to offer actionable financial advice, advisors must access data, tools and technology that can quickly give them a holistic view of their clients financials. Will Trout, Director of Wealth Management at Javelin Strategy and Research explores the concept of hybrid advice, and the role of technology in hybrid advice.

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