In this episode, DWealthMuse host Dara Albright, and guest Charles Smith, Global Head of Digital Solutions, Wealth Management, Refinitiv, a London Stock Exchange Group (LSEG) business and one of the world’s largest providers of financial markets data and infrastructure, discuss how financial advisors are leveraging digital transformation to accommodate self-directed investor mindsets, increase productivity and grow assets under management.
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Episode 37 – How Financial Advisors are…
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In this episode, DWealthMuse host Dara Albright, and guest Charles Smith, Global Head of Digital Solutions, Wealth Management, Refinitiv, a London Stock Exchange Group (LSEG) business and one of the world’s largest providers of financial markets data and infrastructure, discuss how financial advisors are leveraging digital transformation to accommodate self-directed investor mindsets, increase productivity and grow assets under management.