We were proud to have our CEO and co-founder David Stone, join a panel discussion on “Leveraging Technology to Drive Advisor Success” at this year’s conference.
As wealth management evolves, Independent RIAs are using technology to improve client experiences and financial planning. The panel discussed tools like AI, insurance, and retirement solutions that help advisors streamline operations and offer more value.
Big thanks to the organizers and fellow panelists for an engaging and forward-thinking discussion!
Jayant Walia, Head of Go to Market, Gainbridge
Christopher Horvath, Managing Director, Taiber, Kosmala & Associates
Brian Taylor, The Mather Group
Nate Lukow, Practifi
