“Make no mistake about it, digital is here to stay,” says Pascal WealthTech’s Howard Atkinson in Investment Executive’s coverage of his Wealth Management in a Digital World presentation at the Institute of Advanced Financial Planners (IAFP) Symposium.
Digital transformation in wealth management has been discussed for quite some time, yet firms and advisors still have work to do. Howard Atkinson, CEO of Toronto-based Pascal WealthTech, says it’s imperative for advisors to adopt a digital strategy for their businesses — if they want to keep those businesses.
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