Do’s & Don’ts of Tech Implementation
Nearly every aspect of your clients’ lives is touched by technology—how they order food, pay their bills, work, enjoy entertainment, travel, etc.
Hello from the Other Side: Data Reconciliation Insights from an Advisor-Turned-Advocate
As a seasoned financial advisor who has transitioned from working on the frontlines to the behind-the-scenes world of portfolio management software, some of the most eye-opening lessons I’ve learned are about the importance of data reconciliation.