We were privileged to moderate a thought-provoking panel discussion at the Q4 Top RIA Forum in Dallas, held at the prestigious Omni Las Colinas. In the “Navigating the Complexities of Managing Data” session, John DeVincent brought together industry experts Rick Burgess, Tamara Williams, and Richard D. Walker, who shared valuable insights and strategies for tackling the challenges associated with advisor transitions and back-office data management.
