Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, uses advances in technology to look at client and firm data in news ways to drive growth.
BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the relationship between advisor and client is becoming tighter.