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Financial Advisor IQ: Let's Talk Tech: What Do RIAs Want and Need?
Home About News Press Coverage Financial Advisor IQ: Let's Talk Tech: What Do RIAs Want and Need?

  August 19, 2022

Bill Bruckner, Head of Consulting and Implementation, Wealth Solutions, BNY Mellon | Pershing, and Tim Foley, Managing Director of Technology, BNY Mellon | Pershing, discuss what technology advisors need to better serve their clients and grow their practice.

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