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A scientist's lament: Too often there’s a disconnect between what a firm needs and what analytic tools actually deliver.
July 6Alpine Data -
Advisors able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.
May 19 -
Advisers, get ready to track — and secure — client information streaming in from physical properties and a vast array of accounts.
May 17