Tune in for insightful discussions on family office technology and practices, featuring industry leaders sharing their expertise and experiences in wealth management.
Modernizing Family Offices: Data, AI & the Path Forward | Chris Dickson, RSM US LLP Family Office Advisory
S2 E10 • 52 mins • Jul 10, 2025
Charts
This show is not currently ranked in any charts.
Recent Episodes

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

Language
English
Country
United States
Feed Host
Website
Feed
Request an Update
Updates may take a few minutes.