Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023
CFO News Room
DECEMBER 30, 2022
A new study shows that there is a wide gap between firms leveraging technology to enhance the client experience and those that do not treat their tech stack as a priority. Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. Another measure in SECURE 2.0
Let's personalize your content