by Larissa Marcontell Sonnen | Oct 12, 2018 | COO Best Practices, Operations and Technology
RIAs regularly review their clients’ financial goals and portfolios. They should also service themselves with the same care and consistency with an internal review of their technology infrastructure and back office. This analysis should cover the following core...
by Larissa Marcontell Sonnen | Oct 11, 2016 | Entrepreneurship
Sheryl Sandberg’s 2013 book kicked off a public discussion on what it means to be a successful woman in the workplace, and it provided strategies and motivation for women to get ahead in their careers. More specifically to the financial services industry, Sallie...
