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Finance Logix makes a splashy bid for RIA business with its inaugural conference in Las Vegas

The coming of Windows 8, the cloud, the massive adoption of mobile technology and tools for retirement income planning were hot topics at the Sin City confab

Author Tim Welsh April 30, 2012 at 4:06 AM
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Oleg Tishkevich: What if we took an employee retreat and brought our clients with us?

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Mentioned in this article:

Nexus Strategy
Consulting Firm
Top Executive: Timothy D. Welsh

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Dean Rager

Dean Rager

May 1, 2012 — 2:47 PM

I am sorry I missed your conference, it sound like you put on one hell of a good show for your first ever client conference. Good luck in the future and we look forward to working with you.



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June 26, 2014 — 5:44 AM

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