Mark Wickersham

The WealthTech Podcast

Sintonize para discussões perspicazes sobre tecnologia e práticas de escritórios familiares, com líderes do setor compartilhando sua experiência e conhecimentos em gestão de patrimônio.

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Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory

S2 E10 • 52 mins • Jul 10, 2025

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Episódios recentes

Jul 10, 2025

Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory

S2 E10 • 52 mins

Jun 27, 2025

Using the Force (of your CRM): How Advisors Can Master Their Data | Sue Cheema, Elite Consulting Partners

S2 E9 • 39 mins

Jun 16, 2025

Frustration to Innovation: Fixing Family Office Software | Alex Lin SumIt

S2 E8 • 40 mins

Jun 9, 2025

M & A Minefields: What Advisors Miss in Tech Integrations | Linda Bready

S2 E7 • 45 mins

May 19, 2025

What the Data Says: WealthTech Trends with Celent’s Chris Bendtsen

26 mins

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