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Latest from Linda Ding

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M&A

Avoid a Potential Merger Pitfall: Poor Tech and Inefficient Processes Avoid a Potential Merger Pitfall: Poor Tech and Inefficient Processes

byLinda Ding

Oct 17, 2018

4 Min Read

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Financial Planning

Implementing New Technology in Wealth Management Practices Implementing New Technology in Wealth Management Practices

byLinda Ding

May 10, 2017

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WealthTech

The Human Touch: What Advisors Can Learn From Robo Competition

Aug 3, 2016

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byLinda Ding, Director of Strategic Marketing

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Larry Restieri and Bob Oros Hightower

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