Ep. 153: When to Switch Technology Vendors with Natalie Wolfsen, AssetMark
WealthTech Today
00:00
Intro
This chapter explores the importance of turnkey asset management platforms (TAMPs) in revolutionizing wealth management technology. Additionally, it touches on the growth and acquisitions of a major asset management firm, while inviting listeners to engage with the host's consulting services.
Transcript
Play full episode
