Wealth Management

Family Wealth Report: Technology traps wealth managers must avoid in 2023

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The wealth management landscape continues to change as newer generations inherit wealth or create their own. The demand for digitization is also growing stronger for clients who expect convenience, speed, and transparency.

What can family offices, multi-family offices, and wealth management firms do to anticipate and exceed client expectations? Tate Henshaw, co-founder of Arc Business Management, speaks with Brandon Roth of BILL. They discuss how to look beyond what you can do to what you should do and how Arc has leveraged bill pay services to uplevel the client experience.

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