Using technology to increase advisors' available time with clients
Vib Arya, chief operating officer of Shufro Rose, said at WealthStack, part of Wealth Management EDGE at The Diplomat Beach Resort in Hollywood Beach, Fla., that he centers the 86-year-old company's technology stack around the idea that automation removes friction. “We have multi-generational relationships that are so precious to us,” he said. “We want advisors…
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