The Big Whole Truth of RIAs, Valuations and Technology

from AppCrown Views & Insights for Wealth Management · host AppCrown

This episode discusses the lessons learned by Ted from leading Thomson Financial as the Chief Technology Advisor (CTA) post acquisition of his business (DigiTrade). News of the acquisition can be found here: https://www.cnet.com/news/thomson-to-buy-digitrade/ We discuss real historical projects (from Thomson Financial & Merrill Lynch), what Ted had done as a Fortune 500 company executive, lessons he's brought to the RIA community and stories on how RIA's have looked & should look at their business; in terms of valuations & rationale for tech projects.

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This episode is 21 minutes long.

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This episode was published on September 28, 2020.

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