In this episode, David Armstrong is joined by the CEO of Tegra118, Cheryl Nash, as they discuss the changes that the company went through in 2020 and what creative challenges are planned for the future.
In this episode you will learn:
- How Tegra118 has evolved in the year following the Motive Partners investment.
- How recent acquisitions and partnerships set up Tegra118 for the RIA space.
- How using risk capabilities will help their clients.
- Why the diversity and inclusion needle moves slowly in the wealth management industry.
Resources: WealthManagement.com | Tegra118 | Cheryl Nash
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