Avoid a Potential Merger Pitfall: Poor Tech and Inefficient Processes Oct 17, 2018 An efficient advisory firm with modern technology that has automated what processes it can is more appealing in a merger or acquisition. Implementing New Technology in Wealth Management Practices May 10, 2017 At the end of the day, it’s people that determine the success of a technology investment.
Implementing New Technology in Wealth Management Practices May 10, 2017 At the end of the day, it’s people that determine the success of a technology investment.