Technology helps advisors take financial planning to the next level for clients - CNBC

Technology helps advisors take financial planning to the next level for clients  CNBC- Financial advisors are turning to sophisticated and accessible financial-planning software to deliver on the promise of "holistic financial planning" for their clients. - In a recent survey, 68.3% of fee-only advisors, 60.6% of dually-registered advisors and 44% of brokerage and wirehouse advisors were using such technology, which is often complex and detailed in scope. - Some advisors, however, stic