Wealth management reporter covering the $20B independent broker-dealer space for @finplan. Tips/complaints: tobias[dot]salinger [at]sourcemedia[dot]com

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@TobySalFP — 2,072 followers, 13,416 tweets

Just as a follow, the article notes that Securities America was the first out of the top 10 IBDs to have client texting. I'm now reminded that Voya Financial Advisors (the No. 14 IBD) launched a texting tool in November. So Voya has it as well.
AKA why your advisor often has to ask you to 'take it to email' if you try to text them about your next meeting or another business matter  https://twitter.com/ScottWengerNYC/status/955476476102631424 
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