Fidelity’s Haskins On Technology Driven Advisor Solutions

Trish Haskins, VP, Digital Strategy & Platform Consulting, Fidelity Investments, met with Julie Cooling, Founder & CEO, RIA Channel to discuss how advisors can leverage technology to drive their business forward. Haskins and her team help advisors plan, strategize and implement new technology within their business. Advisors are incorporating digital solutions to deepen client relationships, scale their processes and grow more efficiently. Fidelity works closely with its clients to determine the right technology for the unique needs and goals of each advisor. To learn more on this topic, head here.