wealth management technology

#ItzOnWealthTech Ep. 58: Wealth Management Isn't Cool with Ned Phillips, Bambu

"Wealth management today is still not very cool. It's still seen as manual with a lot of friction and expensive. As a young person said to me, 'it's sold by dudes in suits'. But the perception of digital wealth has changed dramatically.  It's no longer a zero sum game. All advisors need some digital, they […]