Originally I was going to forego this week’s Bits and Bytes, but a few articles popped up in the latter half of the week that are worth sharing.
I’m still on vacation through next week, so let’s move on to week’s stories of interest:
How one RIA is running his practice on a Mac and finding it totally doable from RIABiz.com
RIABiz’s Nevin Freeman highlights how one adviser, Sunit Bhalla of Ft. Collins, Colo.-based OakTree Financial Planning, has successfully centered his practice’s technology entirely around the Mac platform.
