Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different. Can technology help? If so, how? What are the key obstacles, and how can advisers overcome them?
In this episode, we dive into these pressing questions with Symon Stickney, Founder and CEO of Collidr, a true innovator in the investment space.
Packed with practical strategies and actionable insights, this conversation is a must-listen for advisers looking to enhance their portfolios and stay ahead of the curve.
Listen to the full conversation here.
