How Technology is Raising the Bar for Financial Planning

Providing investment advice in the context of a comprehensive financial plan has never been more important - or more in sync with investor demands.

How is technology changing the way comprehensive financial planning is being done? To find out, InvestmentNews Content Strategy Studio's Evan Cooper recently discussed the issue with President of Investment Services at Fiserv Cheryl Nash.

  • Country
  • United States
  • Solution
  • Financial Performance & Risk Management
  • Published
  • August 2018