Your Best Compliance Partner Could Be Your Tech Platform

Your Best Compliance Partner Could Be Your Tech Platform In Digital Wealth News, Dr. Andrew Aziz discusses the importance of technology in meeting current regulatory expectations. In his most recent OpEd, Chief Strategy Officer, Dr. Andrew Aziz, discusses tech...

How to Help Nervous Clients Now

How to Help Nervous Clients Now “Technology platforms with a forward-looking focus can enable a much more dynamic and meaningful advisor-client engagement, particularly in times when nerves are frayed”, writes Andrew Aziz in ThinkAdvisor  ...