Finance Advisory Webinar 20C Update

In order to drive operational excellence and enhance the user experience, Oracle has introduced many additional features in its latest quarterly update. To keep our customers up to date with these enhancements, we are hosting a series of advisory webinars. Join us as our experts provide insights on how your organization can derive the maximum… Continue reading Finance Advisory Webinar 20C Update

State of the Financial Advisory Business with Ryan Shanks

In this episode, I speak with Ryan Shanks, CEO of FA Match about the state of the financial advisory business, how it has evolved and the changes leading to both, opportunities and challenges for advisors and advisory firms.