Wealth Management Today

The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz. “I think back to when I entered this industry, myself, back in the late 90s, at Merrill Lynch, where we did build everything. And the reason we built everything is because there wasn’t large commercial vendors in this space. There wasn’t a lot of startups there wasn’t fintechs per se. So we had to build […] The post Ep. 127: $1 Million Worth of Platform Consolidation Advice from Kevin Adams, Edward Jones appeared first on and was written by Craig Iskowitz.