Charles Schwab’s Alison Dooher on How Elite RIAs Win by Using Data to Drive Scale
Alison Dooher discusses the evolution of advisor technology and how to think strategically about building a modern integrated tech stack.
Former LPL CEO Mark Casady on Tech Investing, Bitcoin, Blockchain, and High-Net Worth Investor Psychology
Mark Casady discusses the intersection of technology and finance as well as the importance of getting the simple things right.
How to Combine FinTech and Your Humanness to Build a Thriving Advisory Business
Lex Sokolin on the sweeping changes in the fintech landscape and what new skills advisors will need to thrive