How Advisors Leverage Technology to Evolve and Scale Their Businesses
Bill Capuzzi, CEO of Apex FinTech Solutions, Jeff Benfield, Head of Advisor Solutions at SEI, and Jackie Rantanen, Head of Investor Solutions – Portfolio Management at Hamilton Lane, join Jill Malandrino on Nasdaq TradeTalks to discuss how advisors are leveraging technology to evolve and scale their business.