Aug 24, 2015
The buzz at RIA event in San Diego was how to get buzzed, dole out buzzes as inducement to automate practices
The intellectual puzzle of the Envestnet-Yodlee deal was one game played but Laser App's featured speaker took gaming deeper
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The intellectual puzzle of the Envestnet-Yodlee deal was one game played but Laser App's featured speaker took gaming deeper
The goal is to keep client information online in a 'living, breathing form' so that the live data can benefit everyone in the chain
The Industry Sourcebook for RIAs