Ep. 205: Data Aggregation as a Service: The Future of Holistic Advice with John Prendergast, Blueleaf

Come on in and sit back and relax. You’re listening to Episode 205 of the WealthTech Today podcast. I’m your host, Craig Iskowitz, founder of Ezra Group Consulting. This podcast features interviews, news and analysis on the trends and best practices, all about wealth management technology.   My guest for this episode is John Prendergast, […]