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Sep 6, 2019 3:56 pm

Been in the financial services/money management business for twenty-five years. Just dropping in for a shout out to my nephew who entered the biz via the technology side. Here’s a story he just published that I thought would be of interest: https://www.benzinga.com/personal-finance/financial-advisors/19/08/14356081/is-your-ria-computer-system-holding-you-back