The departing executive spoke about his reasons behind the move; the search for a replacement; the highs and lows of his tenure; what’s next for him, Orion and the industry at large; and more.
Our technology columnist points out that we have become a reviews-based culture, whether we are looking at cars, technology or services, and shopping for an advisor will soon follow suit.
Smart Kx founder Lacey Shrum details the challenges RIAs face with billing and how the company's software solves them through automation. Paid for by Wells Fargo Advisors
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