US Firms Offer Technology Solutions To Wire Houses
Independent firms recognized a need for technology solutions that wire houses lacked. While wire houses had extensive manager knowledge and relationships, they did not possess sufficient technology to serve advisors.
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Sources · 7 independent
Bloomberg Radio
“What they didn't really have at the time was much technology. They had a lot of people who were doing a great job serving advisors, but they didn't have technology. And so we felt like we could offer this.”
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