Secrets of the top performers: How leading firms use technology

What separates the top firms from the rest of the advisory industry? The way they utilize technology, for one.
SEP 15, 2010
What separates the top firms from the rest of the advisory industry? The way they utilize technology, for one. Listen to Pershing's Mark Tibergien and InvestmentNews' Kelli Cruz, who dive into the findings from this year's Moss Adams/InvestmentNews Financial Performance Study of Advisory Firms. In this video, Ms. Cruz and Mr. Tibergien discuss how some of the top firms in this year's study use technology, compared with the rest of their peers. For a deeper dive into this conversation, click here to listen to the archive of our Sept. 15 webcast on putting the Moss Adams/IN Results to work. For more specific information about this year's study, please click here. If you'd like to attend a one-day workshop on building a profitable practice, based on the findings of this year's study, read more here.

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