THE BRIDGE®: RIA EDITION, SPRING 2019
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: Connection”, focuses on what each of us can do to improve the connections in our lives, knowing that our success is determined by the strength of the bonds we choose to build and maintain.
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...