In Ray Tubman's vision of the future, platforms and wealth managers should be able to select individual software components from whatever suppliers offer the best solution, the best support and the best prices
As a kid, whenever I failed miserably at a pursuit, mum always told me: "You can't be good at everything". It was her - very effective - way of picking me up, dusting me off and encouraging me to try something...
‘Onboarding two firms a week’
Which platforms help?
Complaints, disruptions and snags
Learnings from Covid-19
Working on portfolio of unquoted healthcare investments
Managed by Benchmark Capital CIO Alex Funk
‘If you do not wish to offer protection advice, refer it’
‘Not just a sponsor’