How to build a technology stack to help your firm soar

June 06, 2018 @ 12:00 am

Runtime: 3:50

Fintech can seem overwhelming to most advisers. What is essential and what is superfluous? Teri Shepherd and Ben Mathis of Carson Group offer some ideas.


What do you think?

Video Channels

Recent Events

TD Ameritrade Linc 2019

Friday, Jan 4, 2019

Game changers shaping 2019

Friday, Jan 4, 2019

Hi! Glad you're here and we hope you like all the great work we do here at InvestmentNews. But what we do is expensive and is funded in part by our sponsors. So won't you show our sponsors a little love by whitelisting It'll help us continue to serve you.

Yes, show me how to whitelist

Ad blocker detected. Please whitelist us or give premium a try.