The Blind Spots of TAMPs Today: Jay Coulter Podcast
Kyle Wiggs of Exact Strategies comes on the podcast to discuss the blind spots and challenges faced by the major TAMPs today. We also discuss fee compression in the space and how technology is driving innovation.
Exact Strategies Adds Three Executives to Sales and Distribution Team
Advisor adoption of their technology solution results in record growth for the business AKRON, OH, July 19, 2018 /24-7PressRelease/ — Exact Strategies continues to support their rapid growth with the addition of three industry veterans that will join their team in Managing Director roles. The company announced the additions of Dan Mohr, Todd Reeves and Alan Gray to leadership roles within the company. All three bring impressive backgrounds…
The Impact Of Artificial Intelligence On The Advisory Business With Kyle Wiggs
Kyle Wiggs of Exact Strategies comes on the podcast to discuss the impact of artificial intelligence on the financial advisory business. He shares his thoughts on how portfolio management will be deeply impacted by emerging technologies. Listen to the Podcast >>