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Often there is a disconnect between the technology you would like to use and the technology your firm wants you to use. Sometimes you are catching up, sometimes you are waiting for the firm to get with it. Managing integration of new technology is a vital skill for the modern-day advisor.
Chart Talk: Worth a collective $2.9 trillion in market cap, five tech companies have displaced traditional blue-chips at the top spots in the U.S. economy—can you name them off the top of your head?
Uber, Airbnb, Palantir Technologies, and WeWork are among the big tech companies likely to go public.
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