Neal Quon

Displaying 2 results
4 ways to successfully prepare your firm for big tech changes
NEWS OPINION DEC 30, 2015
4 ways to successfully prepare your firm for big tech changes

Understanding how you work with your technology today will ensure you understand the impact of the changes you are planning.

YOUR PRACTICE FINTECH MAY 21, 2015
3 due diligence steps advisers should take to avoid costly technology mistakes

Slow down the tech selection process to thoroughly consider how new technology will work with and for your firm.