Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.
As advisory firms continue to confront the challenges of technology integration there are steps they can take to help mitigate them.
Re-Envision Wealth Anna N’Jie Konte details the importance of speaking on a "human" level to clients.
Advisors that custody with Altruist get access as a feature of the platform, but non-Altruist advisors can join and use it as a standalone product as well.
T3 President Joel Bruckenstein discusses the transformative impact of technology on wealth management.
Vikram Chugh, who heads up technology and operations for $5.1 billion AUM, 92-employee Robertson Stephens, said the firm has carefully selected each piece of its tech stack.
The AI program, Lydia, was developed with Alai Studios to help advisors connect with clients emotionally.
