Alarming WealthTech Score – Banks 5 Advisors 1 "Five times more startups are innovating on behalf of banks than for the wealth management industry." -Benjamin Gross, CEO, VisualizeWealth Bill Hortz's blog Log in to post comments
Building Data Flexibility That Best Positions Advisors "At our firm, we recognize that it is more than just buying the right technology." Kirk Littleton, Ultimus Fund Solutions Bill Hortz's blog Log in to post comments
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