“Firms like Cetera, and certainly Genstar, at the private equity level, we see a lot of value there because we are already a well oiled
“Culture eats strategy for breakfast.” — Gideon I. Gartner, founder of Giga Information Group and Gartner Group For better or for worse, strategy and culture
What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry? You get a webinar that
“What we’re trying to do is help firms streamline the development process so they can create unique experiences at scale. Think of it as personalization
“We have an almost maniacal focus around making it easy to manage money, which means making our systems more convenient for advisors. If something is
“We were able to speed up our development and delivery of solutions to our advisors by not trying to be the center of the universe,
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