PwC Wealth Management Guru Financial Advisors Must Focus on Client Data Financial Planning

Advisors' tech priorities — and needs — have shifted dramatically over the last 18 months, says Steven Crosby, head of PricewaterhouseCooper’s U.S. wealth management unit. For wealth advisors, client data is replacing transactional processing as a technology priority, he says. “The industry grew up with transaction processing,” said Crosby, a…