Financial Advisor: “Looking Out For The Amazon Of Financial Services”
Identifying the firms delivering true interoperability
Featured Contributor:
In this article from FA Mag, author Jack Sharry attempts to predict who will become the “Amazon” of financial services. His key consideration? Interoperability. Sharry explores how Summit Wealth aims to dissolve the boundaries of traditional advisor tech tools and let them work in the background so advisors have time to service clients and win new ones.
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