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Advisor Revelations: Technology and the Advisor Client Relationship

BY Steve Leivent
November 29, 2022
 

Hear from Steve Leivent, SS&C SVP & Co-General Manager, and David Lau, DPL Founder and CEO, as they discuss the newest partnership with DPL, how technology has transformed the client-advisor relationship, and how Black Diamond plans to elevate the experience to a new level in the future.

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