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Advisors Must Use Technology to Stay Ahead of the Competition

February 6, 2019 by Keenan Kneisl

Spenser Segal, CEO of ActiFi, was recently mentioned in an article by ThinkAdvisor, speaking to the importance of staying ahead of the technological curve in order to meet consumer demand for digital advice. A survey released by the CFP Board’s Digital Advice Working Group provides key insights of industry leaders on this topic.

To read the full article CLICK HERE

Filed Under: Newsroom

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