Wealth Management Today

The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz. “I think that there’s an assumption that the acquiring platform that you then have to adapt everyone to, that that’s not always going to lead to the most successful consolidation or project. I think it is sometimes about thinking about it like a new platform. So let’s look at the processes holistically for something like […] The post Ep. 126: The 3 Biggest Pain Points of Platform Consolidation with Molly Weiss, Envestnet appeared first on and was written by Craig Iskowitz.