I’m excited to announce to FPPad subscribers that I am now contributing a monthly technology column for MorningstarAdvisor.
Click here to read my debut column, An Alternate Spin on Account Aggregation.
The success of the column depends on you, so if you find the information of value, please share it with your colleagues. Also, leave a comment (if permitted by your compliance department!) to let me know how relevant the information is to your practice or if I’m completely nuts about a particular piece of technology.
Finally, some of my best contributions come from conversations and tips from advisors like you. So if you have a technology you’d like reviewed or best practices that need highlighting, contact me.
Email bill [at] fppad [dot] com or send me a @reply message on Twitter.
Thank you for your support, and thank you to MorningstarAdvisor for the wonderful opportunity!
