Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of <em>Financial Planning's</em> Invest Podcast.

Firms "pulled in many directions" in recent years can find their way with the right technology, Jemstep CEO Simon Roy says in an episode of Financial Planning's Invest Podcast.

Can wealthtech bring focus and stability to legacy businesses?

Financial Planning Senior Editor Tobias Salinger examines the fast-changing wealth management space in The Invest Podcast, which is recorded live at the Invest conference with some of the top players leading the major industry shifts. This deep yet time-efficient dive probes all of the issues shaping and reshaping the industry.

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Can wealthtech bring focus and stability to legacy businesses?

Can wealthtech bring focus and stability to legacy businesses?