Listen to our 2019 podcast with the Advisor Lab hosted by Seven Group. We dive into the topic of technology in the advisor world – where it’s at, where it’s headed, and how advisors can integrate technology while maintaining a human element. We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.
Multi-asset class strategic portfolios designed to produce a targeted rate of return over long-term market cycles – for ideal core asset holdings.
Making advisors more efficient, time is the most precious commodity, long-term time-frame vs. market timing.
Constantly developing and improving products and services, based on client needs and market conditions.
Low-cost investment solutions for clients, cost-saving practice management solutions for advisors.
Read 3D/L’s latest research and investment insights.
By: Benjamin Lavine
