In this episode of RIA Collective, host Charlie Van Derven sits down with Bill Oakley from Family Wealth to dive deep into the technological advancements and innovations in the world of financial advising. They explore the ever-evolving fintech space, the importance of keeping up with the rapid pace of technological change, and how smaller firms can often be more agile than their larger counterparts.

Join us for a riveting conversation that sheds light on the intersection of finance and technology, equipping advisors with the knowledge to stay ahead in this dynamic landscape.

Bill Oakley
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