Connect with us

Perspective

Advisors Are Slow to Adopt Advances in Technology

Published

IRIS caught up with David Lyon, the CEO of Oranj, at the recent Morningstar Conference to discuss if financial services is keeping up with the rest of the world in terms of technology. David also shares his thoughts on what an investor is looking for in an Advisor, thoughts on the current state of the Department of Labor ruling and Oranj’s recent acquisition of Trade Warrior.

Click the image to watch the video. 

Continue Reading

Trending