Matthew Schlueter EVP of Osaic

Matthew Schlueter

Executive vice president, operations and technology solutions

Matthew Schlueter is the executive vice president, operations and technology solutions at Osaic, one of the nation's largest providers of wealth management solutions.

Technology

7 steps to refresh an RIA tech stack

Replacing outmoded wealthtech products and practices can not only save advisors time and effort but also boost a firm's bottom line.

By Matthew Schlueter

October 9