WealthTech Today

WealthTech Today


#ItzOnWealthTech Ep. 63: How to Avoid “The Race to Average” with AdviceTech.LIVE

August 20, 2020

“As someone who operates a wealth management firm in the independent space, when it comes to technology, I feel it’s all sort of racing to average.” –Toussaint Bailey, CEO, Enso Wealth How can financial advisors break out of the race to an average technology stack and avoid creating a bland client experience? Is it possible […]