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News and Upcoming Events

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

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

Thursday, October 24, 2019/Author: Webmaster/Number of views (3706)/Comments (0)/
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Speaking at SS&C Deliver “Looking Beyond the BI and AI Hype”

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

Join us on Wednesday, 9/18 in Orlando

Monday, August 12, 2019/Author: Webmaster/Number of views (3885)/Comments (0)/
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Advisors, Don’t Blame Your Technology Vendors

Advisors, Don’t Blame Your Technology Vendors

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

Thursday, May 23, 2019/Author: Susan Glover/Number of views (3065)/Comments (0)/
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Confused About the BI and AI Hype? Read This

Confused About the BI and AI Hype? Read This

Understand the Technology, tune out the hype

Friday, January 25, 2019/Author: Webmaster/Number of views (2604)/Comments (0)/
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Don’t Let the Office Downer Ruin Your Project

Don’t Let the Office Downer Ruin Your Project

Don’t view office downers as part of the problem – make them an integral part of the solution!

Monday, September 17, 2018/Author: Webmaster/Number of views (4489)/Comments (0)/
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