Four Financial Technology Tools You Can't Ignore

I've been in the financial services industry long enough to remember a time when financial professionals wore the term “salesman” with pride. Today, not so much.  The term conjures visions of commission-hunting, product-peddlers out for the big payout at any expense. Increasingly, investors expect that consultative relationships are instead built on trust and transparency and based on the assumption that they're working together with their advisors to accomplish their financial hopes and dreams.