Wealth Management Today

The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.  “When we have that kind of conversation, everybody agrees oh my gosh, if you can use that data then add value in tax management, that’s fantastic. And then the next question is, Okay, so where does that data live in your organization? And the eyes glaze and roll back. Most firms have not really thought […] The post Ep. 132: Why a Data Warehouse Strategy is Table Stakes with Randy Bullard, Charles River Development appeared first on and was written by Craig Iskowitz.