Ep. 258: Innovation and Integration: How FMAX is Leveraging Envestnet’s Platform to Reshape Wealth Management with Suzy Daly, Fidelity

Come on in, sit back and relax. You’re listening to Episode 258 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology. My guest for this episode was Suzy Daly, product area […]