How to get the timing of your tech update right
"The global pandemic has taught us that things can change [...]
Erik Setterlind – Portfolio Management and Reporting Technology: When to Make a Change
#ICYMI "Having the right tech for your firm is vital to [...]
Advisors’ Rebalancing Tech Being Put to the Test
"Tumultuous times like these require a closer and more frequent [...]
Erik Setterlind, our SVP Investment Management is attending the StateStreet Masterclass in California this week.
Hear what Erik has to say about the event below: [...]