Last Updated on November 29, 2022 by Connor Prendergast
In this Episode
Today’s clients demand a digital experience from their RIAs that rivals that of the largest retail wealth management firms while offering the while glove approach the expect of a boutique shop.
Hear how FusionIQ was born out of one firm’s desire to deliver on this promise for their own clients.
Other Resources Mentioned In This Episode:
How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors – Runik Mehrotra and Samir Vasavada, Co-Founders of Vise share their vision for helping advisors attract and service the next generation of clients.