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Willow Creek Wealth Management: Squeezing Value from Tech

Timothy Admire of Willow Creek Wealth Management discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already for.

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Halbert Hargrove: Efficiency And A Focus On Cybersecurity

Shane Cummings, an advisor and director of technology and cybersecurity, has helped keep the $3 billion AUM firm efficient, flexible and secure.

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Steward Partners: No Two Advisors Are The Same

Mohan Gurupackiam, CIO of $32 billion AUM Steward, shares how evaluating and adopting new technology strengthens the firm.

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Crescent Grove Advisors: Sifting The Data Looking For Trends

Nick Kochanski, CFO and senior client advisor at $4.5 billion AUM Crescent Grove Advisors, discusses his company's wealthstack.

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What s In My Wealthstack: Technology As A Force Multiplier

Jeff Bernier, president of TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.

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