One of the best things I get to do is write the annual Morningstar Advisor Best Tech for Advisers column. I get to reflect on all the new tools, products, and software to which I’ve been introduced over the last 12 months, and choose a select few for consideration for best technology targeted to financial advisers.
As I did last year, I awarded the best in tech among three categories: Best Back-Office Technology, Best Client-Facing Technology, and Innovation of the Year.
Click on over to Morningstar Advisor and read the full column.
Enjoy!
