Uncovering Growth Opportunities in Investment Management

Tech It Up
12/01/2024 23 min
Uncovering Growth Opportunities in Investment Management

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Episode Synopsis

During this episode of Tech It Up, we discuss the future of the investment landscape and how firms are staying competitive. We delve into trending topics and themes that have emerged in the past year, and what to expect in 2024.
The conversation covers everything from tax-loss harvesting and portfolio management strategies to fee compression and beyond.
Tune in for this thought-provoking discussion!

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