Who are the key stakeholders in determining the technology an organization utilizes, and what impact do the tools a financial advisor uses have on consumer engagement?

These questions were at the heart of the panel discussion “Technology, Financial Services and the New Gatekeepers” held Monday at the T3 conference in Las Vegas, with a panel including Jeffrey Concepcion, founder and CEO of super OSJ Stratos Wealth Partners, and Steven Wallman, founder and CEO of Foliofn, best known for services including Folio Investing and the SRI Conference.

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