Outsourcing is no longer a one size fits all solution.
Al Castillo | VP, Solutions Management, SS&C Advent Managed Services
Glenn D. Warden | Chief Information Officer, Bahl & Gaynor
On this episode, Trent, Michelle, and Michael discuss the expanding wealth tech universe and explore the concept of a universal wealth management platform and why most firms should be considering one for their core tech stack.
Michael Kitces | Chief Financial Planning Nerd, Kitces.com
It's estimated 40% of financial advisors will retire within the next 10 years. Since the new generation of advisors have the upper hand, how do firms make themselves marketable? Many are saying diversity and inclusion are key.
Stephanie Wemusa | Director of Equity Diversity and Inclusivity, Mindbody
The new generation of investors aren’t so focused on what’s most profitable to their pockets, they’re focused on what's profitable for their environment, social and governance.
Zachary Dan | CEO, Act Analytics
Elgin Chau | Head of ESG Ratings, Act Analytics
With so many "self-serve" platforms and quick Google searches, anyone can manage their own portfolio, right?
Matt McGowan | Director of Channel Alliances, Riskalyze