How tech can solve financial planning's biggest problems

I recently sat down with the guys at Next Gen for their brilliant morning commute show (if you haven't checked it out, I highly recommend you do!).  The topic for discussion was operational inefficiencies facing financial planners. This got me thinking, and boy, do we have a lot. Without getting overwhelmed, I tried to focus on two main areas where we as a business see significant inefficiencies.  Firstly, and no surprise, is data. Data drives everything in a business and, frankly, data is all over the place. The issue is not so much that it is everywhere; it's that it's inconsiste...