John Taft, Vice Chairman at Baird, and Ryan Burwell, Director of Technology Strategy for Baird’s Private Wealth Management business, recently reflected on how the COVID-19 pandemic has accelerated years of digital transformation in the wealth management industry. In their column in InvestmentNews, they share what has worked for Baird and how firms can maximize the opportunities created during this transformative time.  

For more of John Taft’s insights, visit his blog “Finance For The Greater Good.”

Read the column here.