
Advisors Warm Up to Fintech, but Most Remain Reliant on Home Offices
Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a recent survey of 814 advisors conducted
Over 95% of advisors report using fintech for trading and clearing, portfolio rebalancing, and investment analytics, according to a recent survey of 814 advisors conducted
NEW YORK (July 3, 2023) – ISS Market Intelligence (ISS MI), a unit of Institutional Shareholder Services and a leading global provider of data, analytics,