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Talk Your Book: Advisor Best Practices
Animal Spirits Podcast
The Role of Technology in Asset Management
A model is a series of activities that are done every day to create a very custom, very specific experience to an client. So we use technology as a way to be our Grand Central Station so that we cover research and analytics on about 27,000 mutual funds and ETFs. Chris: Do you think there are major differences between smaller and larger REAs in terms of their tech stack? Or do you think there's pretty standard?
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