WealthTech and `Millenializing`

Fintech Insights & Conversations with Efi Pylarinou - Podcast tekijän mukaan Efi Pylarinou

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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 unbeatabl...

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