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The Advisor Lab by CION

Mar 16, 2020

In this episode of Advisor Lab, we sit down with Ben Lavine, CIO at 3D Asset Management, a leading TAMP provider for financial advisors.

We dive into the topic of technology in the advisor world - where it's at, where it's headed, and how advisors can integrate technology while maintaining a human element. 

We also cover how advisors should be thinking about their technology stack and how they can leverage other means of passive communication to have an impact.