AI, Data, and Security: Inside the CTO Strategy for Elite RIAs

Published on December 5, 2024

Wealth management's unsung heroes, non-traditional CTOs, are shaping the industry's future.

Continue reading on website
Other news

The 'Great Wealth Transfer' is Coming; Just Not Yet

December 5, 2024
A recent Cerulli report highlights the impact intra-generational transfers will have on this vaunted inter-generational event.

Concurrent Snags Six New Advisors, $885M in AUM

December 5, 2024
The new hires, who come from various firms, have joined the multi-custodial hybrid RIA co-founded by CEO Nate Lenz.