Many RIA operators today view their technology stack as an enabler, a means of making their service delivery more efficient and therefore enhancing the client experience. Alison Dooher Head of Digital Advisor Solutions for Schwab, RFG Advisory president Shannon Spotswood, and Buckingham Strategic Wealth president Wendy Hartmann discussed during a panel presentation at the 2024 T3 Technology Conference in Las Vegas how tech will shape the future of wealth management.
Read Andrew Foerch’s article: Why RIAs should view tech as an enterprise value booster: T3 panel.
