WealthTech and `Millenializing`

What does `Millenializing` mean for asset managers, wealth managers and financial advisors? WealthTech is a huge space that includes technologies serving asset managers, wealth managers and financial advisors. April Rudin, founder and CEO of the global wealth management marketing firm, The Rudin Group, discusses with me, what is exciting and what is frustrating in this sector. We cover personalization, access to private markets and alternative investments and more. April`s memes are unbeata...

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Dr. Efi Pylarinou is a Top Global B2B Fintech & Tech Influencer, Thought Leader, and prolific content creator.No.1 Global Woman Influencer in Finance & the Data conversation by Refinitiv 2019 & 2020. She is included in Onalytica`s 2021, Top 20 Fintech Influencers & in their Top 20 in ‘ Who`s Who in AI’ professional influencers. In 2022, she was included in the Top 50 Digital Futurists list and Top 30 Linkedin Voice by Engatica. A seasoned Wall Street professional & a recognized technology thought leader on innovation topics.She has over 195,000+ followers on Linkedin and 20,000+ on Twitter. Join her on the social platforms https://linktr.ee/Efiglobal