Ep. 294: The $500 Billion Question: Why Throwing Tech at Advisors Doesn’t Work, with Garrett Beam, Cetera
In an industry where technology adoption can make or break an advisory practice, Cetera’s head of digital solutions reveals how the firm is navigating the rapidly evolving landscape of wealth tech. From AI-powered note-taking to data aggregation challenges, this conversation unpacks the strategic decisions that affect over 12,000 financial professionals managing more than $500 billion […]