The road to digital: Q&A with Osaic’s Mike Allen
Mike Allen, SVP of Digital Solutions at Osaic, shared his thoughts with Connect Money on the evolving WealthTech industry and recent milestones in its Journey to One platform. Allen discussed the burgeoning opportunities for financial advisors and their clients, which technological advancements are having the greatest impact, the integration of AI, the outlook for the industry over the next several years, and more.