Wealth Management Today

Wealth Management Today


#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

April 04, 2020

"I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There's some cost to all of this technology and it's fair to say in this economy, can I skimp on […]