Abstract

Evolutions in technology continue to have a major impact on private client wealth management. To get perspective on notable and overlooked developments in this area, CFA Institute Magazine asked Joel Bruckenstein, president of Technology Tools for Today in Miramar, Florida, and Jamie McIntyre, founder of Rewire Capital in Darnestown, Maryland, for their thoughts on the major current and developing tech trends influencing private wealth managers’ work with clients.

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