Empowering Financial Advisors with Technology: Insights from Celeste Revelli

WealthStack TV brought to you by WealthManagement Edge>WealthStack Empowering Financial Advisors with Technology: Insights from Celeste Revelli Technology should not be viewed as a replacement for advisors, but a tool that enhances their capabilities, says Fidelity's director of digital planning.

The growing importance of technology in financial services is evident, with a rising emphasis on providing clients with superior digital experiences and tools.

Fidelity Director of Digital Planning Celeste Revelli points out the shift toward more holistic advice and improved client experiences. She highlights their focus on integrated financial planning solutions, utilizing AI and machine learning for better decision-making and optimization.

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Originally posted on: https://www.wealthmanagement.com/wealthstack/empowering-financial-advisors-technology-insights-celeste-revelli