"Particularly during the pandemic, we were all able to pick up our laptops, monitors, and immediately start working from home without interruption. We didn’t miss a beat since we’ve always believed the four corners of an office should not be a boundary on how we, as advisors, work with our …

"Most of the acquisitions we had made didn’t come with a lot of technology infrastructure, so we were dealing with different entities and trying to track data from multiple sources, including custodians, IRAs at Trust companies, and our clearing firm. It was starting to get out of control, so we …