On this episode of WealthTech Unwrapped, Ned chats with Tom Schapira, Chief Executive Officer of Imagine Capital Group and Investment Banker of Financial Technology, Real Estate & Venture Capital at Regiment Securities. Together, they delve into the intricate world of advisor technology, exploring the nuances required to cater to diverse markets around the globe.
Gain insights into the complexities of this ever-evolving landscape and discover the strategies employed to meet the unique needs of different markets.
Tune in to this enlightening discussion, only on WealthTech Unwrapped!