WealthTech Today

WealthTech Today


#ItzOnWealthTech Ep 10: The Consultant’s Roundtable on RIA Technology News

May 02, 2019

“Seamless integration – what does that mean? It’s like saying jumbo shrimp. It’s an oxymoron because there aren’t any truly seamless integrations.” — Kristen Schmidt As Founder of RIA Oasis, a tech strategy and implementation consulting firm,