10 takeaways from IN’s Fintech Virtual Summit
“The paradigm shift is happening — we have to be putting more of these technology tools the advisers have in the hands of their clients as well.” — Tony Leal, President of Envestnet MoneyGuide
“The paradigm shift is happening — we have to be putting more of these technology tools the advisers have in the hands of their clients as well.” — Tony Leal, President of Envestnet MoneyGuide