Agenda: Sherry Moreland on the Pros and Cons of Mobile Proxy Voting
This article originally appeared in Agenda (login required) on August 4, 2023.
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| January 3, 2024
“If you can’t keep up, you can’t play” is a schoolyard taunt now echoing across wealth management. The pace of change in our industry has been remarkable and continues to accelerate. We are at the apex of a steepening demand curve driven by a new generation of investors who require easy access to near real-time information delivered with context and substance.
