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The big data revolution is upon us, promising to revolutionize the financial services industry. Yet, while it makes sense that data can reveal trends and trigger insight, it is less clear just how to pull this off. Managing, sorting, distributing, and analyzing a mountain of data in an efficient and secure manner is no small task.
As compliance costs mount and service expectations increase, more advisors are finding that they need greater scale to build a sustainable business that offers value to clients and (and to the planners themselves). Yet hiring employees brings its own challenges, including scarcity of talent and rising salaries.
Ann Hughes, M.Ed. President, THE FEMALE AFFECT
Kathleen B. Cooper Ph.D., Senior Fellow, John G. Tower Center for Political Studies,
SOUTHERN METHODIST UNIVERSITY