May 24, 2023
In this episode The White Report, Danielle White interviews Mark LaCourse, Global Sales Manager at Intradyne. Intradyne provides email, social media, and text message archiving solutions to help firms comply with increasing regulatory requirements.
LaCourse discusses trends in the financial industry, with a focus on the...
May 17, 2023
In this episode The White Report, Danielle White interviews Raj Kothari, CEO of i4Knowledge Processing. Kothari explains that i4 was initially founded to support CPAs and accountants in tax preparation but later shifted focus to the RIA space, specifically in back-office operations.
The two discuss trends in the...
May 10, 2023
In this episode The White Report, Danielle White interviews Louis Retief, CEO and co-founder of Hubly, a process management solution firm that automates “behind the scenes” workflows to ensure that nothing falls through the cracks. In this way, financial advisory firms are always able to deliver on their promises to...
May 3, 2023
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and...
Apr 26, 2023
In this special collection of The White Report recorded live in the Myriad Advisor Solutions Podcast Station at the 2023 T3 Technology Tools for Today Advisor Conference, host Danielle White interviews leaders in business and finance as they share trends in the world of finance as well as their own experiences and...