This much anticipated fintech report for financial advisor contains insights that will be beneficial for advisors looking to upgrade their tech stack, says Josh Welsh, a reporter for InvestmentNews. Joel Bruckenstein, from T3 – Technology Tools for Today, and Bob Veres of Inside Information, presented the findings from the 2024 T3/Inside Information Software Survey at the T3 conference in Las Vegas on January 22-25, 2024.
Read the article for big take-aways: T3 report highlights top tech for advisors.
