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Susan Glover Insight & Advice

Upgrading Technology Should Mean Improving Clients’ Experience

Changing technology isn’t the endgame

2020: Get Your Data House in Order

Big data doesn’t often translate to quality data. Here’s how to make sure it does.

Speaking at CFA Society - LA “The Current and Future State of Wealth Management: The Transformative & Disruptive Aspects of Technology”

Join us on Wednesday, 12/4 in Los Angeles

Speaking at SS&C Deliver “Looking Beyond the BI and AI Hype”

Join us on Wednesday, 9/18 in Orlando

Advisors, Don’t Blame Your Technology Vendors

Here’s what to do instead of playing the blame game

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