In the wake of last week’s Schwab IMPACT conference, we experienced a lull in technology-related news for financial advisors.
So zip through this week’s stories of interest and then get outside and enjoy the fall weather.
Making Technology Work For You from Financial-Planning.com
Smarter use of existing technology, as well as integration of emerging technology, may boost efficiency and profitability for advisors.
And in case you haven’t seen it yet, read my Practices column in the November Journal of Financial Planning titled Efficiently Monitor Client Cash Flow.
