
Ep. 276: Scaling Private Markets: Industrializing Alternative Investments Technology with Jeff Yabuki, InvestCloud
WealthTech Today
00:00
Intro
This chapter examines the challenges and transitions faced by the CEO of a wealth management technology firm, highlighting a new personalized managed accounts product. It emphasizes the impact of political and regulatory changes on the industry and the critical role of technology in driving growth and efficiency.
Transcript
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