Wealth Management Today

The post #ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference appeared first on Wealth Management Today and was written by Craig Iskowitz. “What we’re trying to do is help firms to streamline that process so that we can allow firms to create unique experiences at scale. So think of it as personalization to scale, not just for large firms, but leveling the playing field through smaller firms that are RIAs and BDs combined to be able to […] The post #ItzOnWealthTech Ep. 41: Highlight Reel #2 from the T3 Advisor Conference appeared first on Wealth Management Today and was written by Craig Iskowitz.