Alessandra Malito's article: Advisers wasting time and money by underutilizing tech

By: The Ensemble Practice

“It’s very important to spend time and money to train [personnel], and not just to buy the package and let it be,” said Philip Palaveev, chief executive of the Ensemble Practice, a business consulting firm for financial advisers. “Technology is a tool — it’s not a magic wand.” Read the entire article here