Part 3: FinTech 2021 and Beyond: What to Buy and Why

Part 3: FinTech 2021 and Beyond: What to Buy and Why

In part 1 and part 2 of this series, we featured Joel Bruckenstein’s interview in Baron’s magazine along with a report titled “Wealth and Asset Management 2022: The Path to Digital Leadership.” Both are reputable resources of information for advisors who are weighing...