All planners should be asking themselves this question in 2019. Thankfully, one place exists where they can find all the answers.
Fresh from a study tour to so-called ‘Silicon Alley’, Netwealth joint managing director Matt Heine speaks to Aleks Vickovich about how innovative technology and business models can help drive client value and experience. We also preview the central themes of the upcoming Adviser Innovation Summits.
This episode is brought to you by Netwealth.