AI ILLUMINATIONS: Countdown 3,2,1 – Take Off!
Advisors planning to change their affiliation—be it a transition between broker-dealers, breaking away for a wirehouse or moving between RIAs—will have their work cut out for them.
AI ILLUMINATIONS Embarking on that ambitious Automation project? Make sure you have these champs...
Implementing technology automation in financial services firms is a human effort intensive process. Major automation initiatives can fail or stall if the wrong people are assigned to the wrong tasks.