Clip: Building a Tech Roadmap

July 21, 2021

Clip: Building a Tech Roadmap

In this clip from Inside the V(ALT), Gary Davi illustrates the difference between having a break/fix mindset and building a roadmap for the future.

Click here to watch the full episode and learn more.

This podcast is not intended for the general public; it is intended for viewers who are financial professionals that are either registered with FINRA broker dealers or are registered investment advisers. 

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Second Annual Blue Vault Broker Dealer Educational Summit 2016
Broker Dealer Educational Summit 2016
April 14, 2016

The Blue Vault Summit could not have been more perfectly timed. This gathering of the Broker Dealer and Sponsor communities provided insightful and open discussion from several vantage points. These conversations are paramount, especially in a time of significant regulatory change.