Compound Insights. Hear a long run analytical view from a former Chair of CFA Society New York, Episode 94. A conversation with Phil Taylor, CFA.

Philip Taylor spoke to Business Reporter’s Rachel Hicks recently about the ever-increasing need for technology solutions in the investment and wealth management businesses. 

Come on in and sit back relax, you’re listening to Episode 180 of the WealthTech Today podcast. Building 100,000 Portfolios via APIs with Phil Taylor, FinMason.