WealthTech Today

WealthTech Today


Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic

June 20, 2024

The post Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic appeared first on and was written by Craig Iskowitz.


Come on in, sit back and relax. You’re listening to Episode 244 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode was Shannon Larson, SVP […]


The post Ep. 244: How Open Architecture Fuels Growth for Financial Advisors with Shannon Larson, Osaic appeared first on and was written by Craig Iskowitz.