Video

Industry Insight: Gail Bernstein from Investment Advisor Association

What software vendors need to know to better serve advisors.

“I think the bells and whistles are great, but at the end of the day the most important thing for advisors is to keep their clients assets safe. So I think vendors who take the time to really show how they can help do that are going to be the most valuable ones for advisors.” Gail Bernstein, General Counsel, Investment Advisor Association