Latest / Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets
The Future of Wealth Management and the Role of Alternative Investments With Dynasty Financial Partners Co-Founder, Ed Swenson
Today, we have a special guest from an industry leader in the wealth management space.
Ed Swenson is one of the most successful entrepreneurs in the wealth management space. Ed is the Co-Founder and COO of Dynasty Financial Partners, a leading RIA technology services platform.
Ed and I had a really interesting discussion about the future of the wealth management industry – and how alts will play a role in the evolution of the space. We discussed:
How and why the wealth management industry is changing.
How Dynasty is a champion of entrepreneurs in the wealth management space.
The…
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