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THE LATEST FROM OUR BLOG
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02-Jul-2020
Managing Managers: Tamale Supports Due Diligence for Cornerstone Advisors
By: Leigh Tartaglia
Tamale RMS® is SS&C Advent’s award-winning research management solution, designed to help firms make more effective use of all the research data pouring into their offices, and ultimately make better-informed investment decisions more efficiently.
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25-Jun-2020
Building a Technology-Forward, Modern Wealth Management Firm
By: Timothy Welsh
Founded by veteran advisors with an unparalleled record of accomplishment, AdvicePeriod is “reinventing wealth management, because the current model is outdated,” says the multi-award-winning firm on its website home page.
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22-Jun-2020
Compliance and Technology: Restoration Tips Post Covid-19
By: Shana Bruner
A panel of experts explores these questions more in-depth in our recorded webinar, Key Compliance & Technology Considerations During and After the COVID-19 Pandemic.
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