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Ruchi Nanda articles

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Ruchi Nanda
Capital Markets Industry Executive, Microsoft Financial Services
Published 

Improving the customer experience with empowered RIAs 

Even before our current season, wealth management firms have relied more and more on the flexibility, localized knowledge, and self-motivated efforts of registered investment advisors (RIAs). These independent financial professionals bring a unique book of clients to larger houses in exchange for better marketing assets, technological capabilities, and even trade execution.