A monthly podcast featuring industry leaders and influencers discussing the latest in financial technology. Each episode offers fresh perspectives and thought-provoking conversations spanning across the wealth, asset, and alternative management landscape.
Mar 24, 2025 • 15 minutes
In this episode, we explore what younger investors value, how tech can enhance client relationships, and strategies advisors can use to build lasting connections and future-proof their practice for the next generation.
Feb 18, 2025 • 24 minutes
Exploring how holistic financial planning and technology are transforming the future of wealth management.
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