WealthTech Today

WealthTech Today


Ep. 113: Building a Seamless Tech Stack with Jeff Haines, Thrivent Advisor Network

September 30, 2021

“In the independent RIA space, there’s a great opportunity to provide a community for advisors. I know a lot of advisors that go independent miss the community that goes along with being part of a larger organization. And I know there’s been a lot of platforms over the years that have built and strengthened their […]