Financial planning technology is essential for balancing personalization and scale in the delivery of financial advice. Keeping up with fintech solutions empowers advisors and firms to transform their planning experience through innovation. A greater understanding of financial planning technology can help you and your firm realize higher planning ROI.
In May 2015, the Supreme Court’s unanimous ruling in Tibble v Edison clarified once and for all that a fiduciary… Read More
The opinions expressed below belong solely to the author of this post and do not necessarily reflect the opinions of… Read More
In my last post, I referenced the Department of Labor Land Grab, but the DOL is not the only agency… Read More
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