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Westwood Holdings Group Celebrates 10 Years of Trading on the NYSE At the recent T3 2019 enterprise conference, Advicent COO, Tony Stich, caught up with FinTech TV's Jenna Dagenhart to look InvestCloud / 2017 BZ Global Fintech Awards
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Advisors are spending hours prepping for meetings, taking notes, and updating CRMs afterward. But what if AI could handle all of RIA News · Practice Management · goRIA. Advisor News. Independent Broker Dealers · Wirehouses · Regulation & Compliance · Retirement Planning
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