Is Your Technology Truly Client-First? While technology is both ubiquitous and vital to running your advisory practice, your clients’ views on that technology—what they want and don’t want from it—could be very surprising to you. That’s the conclusion of CEG Insights’ latest research into high-net-worth investors’ opinions about fin tech and related issues. The study of more than 1200 affluent investors found that advisors may be using and positioning their technology in ways that could actually hurt their growth instead of helping it.