WealthTech Today
WealthTech Today
Craig Iskowitz
Ep. 247: Digitizing Philanthropy: AssetMark Launches Donor Advised Funds via TIFIN Give with David McNatt
1 seconds Posted Jul 11, 2024 at 3:59 pm.
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Come on in, sit back and relax. You’re listening to Episode 247 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 was David McNatt, head […]