Are advisors making the most of their tech stack?

Michael Kitces, Chief Financial Planning Nerd at Kitces.com, explores the trends driving the industry and how tech is making planning more efficient, but not in the way you might think.

Michael will be delving deeper into the topic during the Opening Keynote, "How to make Planning more Efficient" at Wealth Management EDGE in Florida, May 31 - June 3 2022.