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We all use technology, but what's the right tech strategy?

Cover of The Smart Financial Advisor by Bill Martin CFA Noni Robinson, head of Bank and Institutional channels in Vanguard Financial Advisor Services™, sat down with Bill Martin, chief investment officer of INTRUST Bank, to discuss technology in the finance industry. Bill is the author of, The Smart Financial Advisor: How Financial Advisors Can Thrive by Embracing Fintech and Goals-Based Investing,1 which explains how to use technology to deliver transparent reporting and engage investors in a goals-based framework. Bill's book also covers the changing roles of the investor-advisor relationship and how fintech solutions can further enhance this partnership.

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