Two weeks ago, a tech consultant who works with about a dozen investment advisory firms, spoke at one of our webinars about moving your firm to the Cloud. The session was part of an ongoing series A4A is conducting about moving to the cloud and it features tech consultants from around the country that work with RIAs. The sessions have been getting very favorable reviews from attendees. The first session featured Josh Phillips, from ProvisionIT, which is near Orlando, Florida, talking about cloud basics. The second session featured Justin Schillinger of Envision Consulting in Alexandria, Virgi
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