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THE BRIDGE®: RIA EDITION, FALL 2017
Take a look at our semi-annual magazine, The Bridge: RIA Edition, to gain insight and help your firm tackle issues many businesses face. This season’s edition, “Destination: Next Generation”, addresses many of the factors to consider while working in a multi-generational workforce.
Using technology to enhance the client experience Most of today’s successful businesses use technology to help them accomplish more in less time. And, in terms of technology, the past three decades have been particularly transformative in many ways. One particular...