Listen in and learn from these experts on how you can streamline your infrastructure for fast growth with the latest enhancements in workflow technology.
FP Alpha's Andrew Altfest and TIFIN Wealth's Niharika Shah discuss how AI can help advisors run a better business, delight clients and streamline their operations.
Steward Partners CEO and founding partner Jim Gold revisits the series to discuss the firm's evolution and growth, plus being the first to sign on to the Goldman Sachs custodial platform, and more.
If your firm wants to grow and scale, M&A can be the answer – if you understand the landscape. Learn how to overcome potential hurdles, identify the right tech partner and manage a smooth transition.
