Technology is moving to the front office, and it's keeping the client happy.
That's the finding of a Schwab Advisor Services survey that sought to discover the way attitudes toward technology in the advisor business have changed over time, and how it has affected clients' experiences.
Respondents to the survey were RIA staff who were registrants at Schwab's SOLUTIONS workshops during the summer. More than half (53 percent) reported that they see technology as a function of the front office — one that not only builds scale and differentiates the firm from others, but also has the capability to give clients a high-quality experience.
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