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AdvisorManagedAssets


Advisors fall along a spectrum of technology use; however, a plurality of practices is in the middle, according to new research from Cerulli Associates. The report, U.S. Advisor Metrics 2019: Ushering in a Digital Transformation, finds that 44,055 advisor practices, representing $8 trillion—or 40% of advisor-managed assets—are medium technology users. These practices do not use …