Why advisors ‘must love technology more than they fear change’

July 26, 2019 by Charles Paikert

Like it or not, digitally enhanced advising is here. If firms haven’t begun to transform their practices, they risk losing clients to competitors who have, Scott Klososky, founding partner of TriCorps Technologies, told wealth managers at BNY Mellon Pershing’s recent RIA Symposium in New York.

“Humans are integrating with technology at an extremely high rate,” said Klososky, whose firm advises companies on how to anticipate technology trends and provides cybersecurity services.

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Originally Posted at FinancialPlanning on July 2, 2019 by Charles Paikert.