Tech for Growth Webinar: Designing the Ideal Wealth Management Tech Stack

Does your firm want to leverage technology to fuel growth, but isn’t sure where to start? Watch a replay of TIFIN Wealth and panelists from OneDigital, Sowell Management and Concourse Financial Group as they discuss the industry’s journey to the ideal tech stack. Hear about the key strategic objectives, industry trends, and organizational challenges that are driving how they think […]