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Join us for an exploration of how the core components of a firm's technology stack have evolved since 2010 and what this recent history tells us about how advisory practices will evolve going forward.
DocuSign: Wealth Management Guide to Digitization
Doing Something Different
Real Estate Debt
The Story of a Firm That’s Scaling In New Ways
Snappy Kraken CEO Robert Sofia explains why campaigns need solid research and a good grasp of regionality in order to be successful. He offers marketing tips and urges people to be bold.
The Story of a Firm That’s Creating Powerful Client Interactions
Enhancing the Advice-Centric Experience
The Third Wave of Financial Planning
New Software Launch
AI & Trends for 2020
Online & Offline Opportunities
Principal Eric Rosenberg and Co-Founder Roger Wade of GW & Wade explain how Orion's technology is innovating the fundamentals of their business.
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