Advisors need to think about more than the purchase price of their tech tools

12/9/2013 | InvestmentNews (free registration)

A recent survey showed that deciding what technology to buy is a big challenge for advisors. Dave O'Brien, owner of O'Brien Financial Planning, suggests some things to think about when making the decision. "Do you have a strategy for your firm?" he asks. "Let's assume you have, because without one, it's tough to know what processes to improve first."

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