Do No Harm: The First Rule When Considering New WealthTech

Do No Harm: The First Rule When Considering New WealthTech About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn’t. Of course, we’ve come a long way...

Solving the Build-It vs. Buy-It Dilemma for Family Offices

Solving the Build-It vs. Buy-It Dilemma for Family Offices In a new article in InvestmentNews, Andrew Aziz discusses how family offices have always had to consider the trade-offs between customization and price when putting together their tech stacks. If you’ve seen...