These are people in the financial advisory ecosystem who are doing interesting things, or working on interesting problems that advisors face, and we’re betting you have not yet heard of many of them.
Sean McGilvray, CEO of Kingsview Partners, discusses how technology is streamlining the ways financial advisors interact with clients.
Laurie Schultz, board chair of Riskalyze, talks about the variety of tools at wealth managers’ disposal to support good decision making.
Devon Drew, founder and CEO of DFD Partners, discusses meeting clients where they are.
