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Ruchi Nanda articles

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Ruchi Nanda
Capital Markets Industry Executive, Microsoft Financial Services
Published 
3 min read

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.