FPA and eMoney Press Conference: The Latest Research on Technology and the Client/Adviser Relationship

More consumers today are engaging in the planning process, monitoring their plans, and viewing their investments in real-time through client-facing technologies. But how these technologies align with subjective client outcomes is unknown. FPA and eMoney conducted new research to learn how financial planning technology is evolving with client-planner relationships. Join us for a press conference where the research findings are unveiled and your questions are answered.