Lowell Putnam, CEO of Quovo, authored an article for InvestmentNews about the opportunity that is being created for investment advisers as a result of the increasing collaboration between banks and fintechs. He encourages advisers to become an active part of the conversation and adopt client experience changing products.
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Banks' collaborations with technology firms will benefit financial advisers
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Rather than sitting back and waiting to see what comes to market, I'd encourage advisers to become active participants in the fintech conversation. Offer to beta test new products, provide industry insight to young executives, and offer user feedback — in doing so you can help mold the next generation of fintech to better address both you and your clients' needs.
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