Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
For more technology news subscribe to our free weekly WealthStack e-newsletter. Join today.
The episode illustrates, among other things, an increasingly important role of technology in society, which is to democratize access and represent the interests of the individual.
The pandemic has accelerated the spread of remote work so much that many firms have adopted digital communication and collaboration platforms without building out the necessary policies and procedures to prevent mistakes.