How Advisors Can Retain the Next Generation of Clients
Whitney Kenter, CEO/Founder of Glowe Connective, and Mark Wickersham talk about how advisors and family offices can retain the next generation of...
Whitney Kenter, CEO/Founder of Glowe Connective, and Mark Wickersham talk about how advisors and family offices can retain the next generation of...
Risclarity's Rick Higgins and Carl Knecht tell us why APIs are so important and what Family Offices need in order to build a best-of-breed tech stack.
Addepar's Sue McDermott talks about the most common mistakes Family Offices make when selecting and implementing new technology solutions.