The stated theme for this year's T3 Conference was organic growth. One firm that has taken this idea to heart is the $6.1 billion AUM Modern Wealth Management in Monterey, California. In the latest edition of "Show Me Your Stack," I spoke with Mike Capelle, co-founder and CEO, about how they have optimized their tech stack for organic growth. Has your firm taken similar steps? Let me know — [email protected]. I hope you'll check out the article, along with the rest of this week's stories. As always, thank you for reading. Talk to you next Thursday! |