Episode 94 – The Impact of Technology on Personal Finance – With Dani Fava

Power Your Advice

English - June 10, 2022 00:05 - 11 minutes - 9.86 MB
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Previous Episode: Episode 93 – What the Changing Wealth Landscape Means to Your Practice – With Quinton Aslton-Spratt

Next Episode: Episode 95 – The Power of Personalization for Financial Services – With Helen Yang

Dani Fava is the Head of Strategic Development at Envestnet, a company whose mission is to empower advisors and financial service providers with innovative technology, solutions and intelligence to make financial wellness a reality for everyone. Doug and Dani sat down at the Envestnet Advisor Summit and talked about the changing landscape of personal finance … Continue reading Episode 94 – The Impact of Technology on Personal Finance – With Dani Fava →