January 29, 2019
How Tech Drives Wealth Management – Mirador Interview
FamilyWealthReport / Tom Burroughes with Joseph Larizza, Mirador, LLC Managing Partner 29 January 2019 In your view, what technology do you see as causing the largest changes to wealth management and why? Who, what and where is leading on innovation and setting a forward example?Since the early 2000s wealth management technology has been democratized through
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