11 Essential Tech Tools for Financial Advisors

Published Updated 1 Min Read

Technology can set advisors apart and lack of technology can put them behind the eight ball. We chatted with independent RIA Tad Borek to get his thoughts on what tools are essential for 2011. (Surprisingly, his list did not include the iPad.)


For reprint and licensing requests for this article, click here.


More From Employee Benefit News

Sign Up Form

Login Modal Form