5min chapter

This Week in Fintech's Podcast cover image

🎧The Fintech OG Series: Jon Stein and Alexa Von Tobel

This Week in Fintech's Podcast

CHAPTER

Reflections on the State of the Investment Advisor Technology Conference

Reflections on recent trends in investment advisor technology, exploring the delayed cutting-edge advancements like personalized portfolios, robo advice evolution, and the ongoing challenge of making financial advice accessible to a wider audience.

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