Advisor360° has released its inaugural 2022 Connected Wealth Report, which asked financial advisors and executives across the U.S. for their perspective on the role that their technology plays in helping facilitate their business.
If you want to learn more about our findings and how our technology is helping broker-dealers, please visit us at booth #200 at the Financial Services Institute (FSI) #OneVoice2023 conference.
FSI OneVoice is an annual in-person gathering for independent financial services firm executives. Education and networking sessions are designed for CEOs, senior executives, managers, and employees of independent financial services firms.
Rania Kalaaji is a Marketing Project Manager Associate at Advisor360°, responsible for educating enterprise executives and building our community through content marketing and social media.
Rania Kalaaji
