The WealthStack Podcast: The Independent Advisor Boom and the Tech Shaping Their Future with Vickie Lewin
Update: 2025-03-21
Description
What exactly does it take to ride the wave of independence in wealth management, and how can technology ease the transition? The breakaway movement is accelerating, with more advisors leaving traditional wirehouses to build independent RIAs that offer greater flexibility, control and client-centric service. But with independence comes new challenges—scaling efficiently, selecting the right tech …
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