Wealth management is ripe for reinvention
Across the industry, executives share concerns: generational shifts, regulation and how to update legacy platforms.
The complexity of change — it's an issue that resounds across the economy in general, and the independent financial advisory industry in particular. Broker-dealer and custodian executives alike share many of the same business concerns — and faith that the solutions they seek are based in technol
Learn more about reprints and licensing for this article.
