The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.
Come on in and sit back and relax. You’re listening to Episode 230 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode is Greg Gates, […]
The post Ep. 230: Embracing the Future of Advisor-Centric Technology with Greg Gates, LPL Financial appeared first on and was written by Craig Iskowitz.
Ep. 223: The Road Ahead: AI’s Role in Shaping Wealth Management with Vinay Nair, TIFIN
Ep. 222: Bridging the Advisor Technology Gap with Bill Capuzzi, Apex
Ep. 221: The Breakaway Blueprint with John Milne, Black Diamond
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