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David Meier

Vice President of Technology Solutions

David Meier is Vice President of Technology Solutions at Newport Credentialing Solutions.

TRENDING

Technology

Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients.

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Regulation and compliance

FTC issues noncompete ban as lawsuit looms

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Industry News

Advisor360° taps retired MassMutual exec as new CEO

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CAN ESG COME BACK FROM THE DEAD?

After getting caught in the culture wars and suffering massive outflows, ESG funds looked down for the count. Here's what experts say is next.

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© 2024 Arizent. All rights reserved.

© 2024 Arizent. All rights reserved.