Jud Bergman

Displaying 2 results
Defining the standard for data stewardship
YOUR PRACTICE FINTECH AUG 15, 2019
Defining the standard for data stewardship

As more data becomes digitally available, the risk of it being stolen and put to work for nefarious purposes rises as well.

NEWS RIAS AUG 08, 2014
Technology's role in keeping RIAs ahead of the disruption curve

Embracing unifying technology that fortifies practices will help independent advisers secure their businesses' futures.