Transition to APX and Custodial Data and Challenges with ESG Implementation

During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.

The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.

Tune in for this thought-provoking discussion!