WealthTech Today

WealthTech Today


#ItzOnWealthTech Ep 7: Best Practices in Broker-Dealer Technology with Aaron Spradlin & Billy Oliverio from United Planners

April 09, 2019

“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe, which is where a lot of broker-dealers were spending a lot of money.” — Aaron Spradlin Aaron Spradlin is the Chief Infor...