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Alex Laipple is the Chief Growth Officer at Ethic, a tech-driven investment management platform that helps advisors deliver personalized, values-focused portfolios to their clients. We sat down with Alex at Future Proof Citywide to learn how advisors are differentiating their practices with portfol…
We sat down with Larry Shumbres, Founder and CEO of Archive Intel, an AI-powered compliance software solution. Larry joins Mark Gatto, co-Founder and co-CEO of CION Investments, to discuss how AI technology is improving workflows in the wealth management space.
Doug Fritz is the Executive Chairman and Co-Founder of F2 Strategy, a leading research and consulting firm focused on technology, marketing, and operations for the wealth and asset management space. We sat down with Doug at Future Proof Citywide to discuss how F2 is helping advisors drive valuation…
Alternative investments for the private wealth channel have experienced tremendous growth in recent years. Mark Gatto, co-Founder and co-CEO of CION Investments, sat down with Derek Schwartz in the CION booth at Future Proof Citywide for a conversation on making alternatives accessible to advisors …
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