Envestnet Elevate 2024 - Outsourcing middle-office ops can help advisors crack high-net-worth market, says Aptus Capital founder

Aptus Capital Advisors Founder JD Gardner sits down with InvestmentNews anchor Gregg Greenberg to explain how advisors can maximize client time by outsourcing middle-office operations, as well as the importance of a "unified investment philosophy."
  • Jun 17, 2024
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