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RIA Breakaway WayCrest: Building a Tech Stack from Scratch
Yahoo Finance· 2025-09-16 23:38
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. We’re two father-son teams. Lowell (Weiss) and I have our knowledge of the current technology ecosystem. We also know where our dads thrive and where they sometimes have trouble—similar to how some of our clients might have trouble. We want to help our clients use technology to their benefit. Not as something big and scary out there that pushes them away.   We came from Raymond James [before ...