Deborah Fox

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Now is the time to evolve your firm's technology
YOUR PRACTICE FINTECH OCT 12, 2015
Now is the time to evolve your firm's technology

To remain competitive in the years ahead, advisers shouldn't be playing catch-up to disruptors.

YOUR PRACTICE FINTECH NOV 05, 2014
Charles Schwab's robo-adviser ups the pressure on adviser fee structures

Advisers charging AUM fees while offering garden-variety investment management services need to reassess their business model and determine what else of value they can provide