Next Mile · Episode 74

Owning Your Data: The Future of Wealth Management

with Multiple Guests  ·  December 31, 2024

About This Episode

Next Mile Episode 74: Owning Your Data: The Future of Wealth Management with Multiple Guests. A conversation about wealth management, fintech, and the future of financial advisory firms.

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Related Resources
MILEMARKER RESOURCE The Cost of Disconnected WealthTech MILEMARKER RESOURCE RIA Data Integration MILEMARKER RESOURCE Wealth Management Data Platform

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