Seeing an opportunity to capitalize on aggregation demand, Plaid is trying to make it easier for financial institutions to join open data access networks.
The first five months of Adam Antoniades’ reign as CEO have been rough, but he believes the pandemic underscores the need for financial advice, and Cetera is doubling down on understanding individual advisor needs.
Now, more than ever, it is critical to meet your clients’ demands for more transparency and personalized information.Join this webinar for a discussion on how wealth managers are evolving to support growing client expectations.
