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Fintech for Financial Advisers: Industry Trends, Challenges, and Opportunities

Fintech for Financial Advisers: Industry Trends, Challenges, and Opportunities

Enterprising Investor · CFA Institute

May 3, 201714m 45s

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Show Notes

In Episode #301, Joel Bruckenstein, an expert on applied technology for financial professionals and publisher of Technology Tools for Today (T3), discusses cyber-security, improving the client experience, the rise robo-advisers, what's in store for financial technology in the near future, and more.