Where will wealthtech take us next?
It’s the idea that someone is out there today, hacking a creative solution that will become the next new tech, that makes this an exciting time to be in financial advice.
During hectic weeks that feature more time spent with PowerPoint and spreadsheets than in actual human conversation, the little moments really resonate.
And this week I had a moment like that thanks to Jack Sharry and Dani Fava, when they reminded of the great stories that so often un
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