The Future of Financial Planning: Data, Data, & Data

For this episode, we are going to discuss technology in the financial industry. Tim just came back from the Money Experience Summit presented by MX, and he was eager to share his thoughts. He talked about the state of the Financial Services tech and Wealth tech landscapes. Just like the healthcare system, the financial industry has so much data, but the old infrastructure and tech systems have slowed the industry down in terms of using this data more efficiently and ultimate...