TECHNOLOGY ROUND TABLE
The following is an edited transcript of the round-table discussion. InvestmentNews: A comprehensive, all-in-one technology solution is seen…
The following is an edited transcript of the round-table discussion.
InvestmentNews: A comprehensive, all-in-one technology solution is seen by many as the Holy Grail of the advisory business. What’s your take?
Mr. Scally: Our broker-dealer, Commonwealth, is finalizing a one-stop shop for a
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