Schwab Technology Roundtable - November 2011
Six of the industry's best technology thinkers gathered for a roundtable discussion at The Palace hotel in San Fransisco on November 2011 while attending the Schwab Impact Conference. The topic: How technology can help financial advisors overcome some of the big challenges they'll face as they move into the future. The Digital Assets below, produced by Impact Productions Group, shine a light on their insights and observations.
Special Report published in Financial Planning magazine, January 2012
Interactive Slideshow Published by T3 TechnologyToolsForToday.com
White Paper Transcript, provided as a Digital Asset for participants leveraging and promotion