Contributor Ben Brown reviews some of the tools that advisors can use to edit the predominant file format.
What's required, what's best practice, and what the risks are for advisors.
These tools make exchanging sensitive client files more secure and less cumbersome.
The top tool for navigating the complexities of student loan repayments comes from an unlikely source, notes contributor Ben Brown.
These are the technology tools advisors are using--and what they're planning to add.
Consider delegating front desk and back office support, as well as bookkeeping and social media management, to virtual staff.
With the right platform, advisors can reduce their dependency on the AUM model and reach new, historically underserved markets that are willing and able to pay for ongoing advice.
Utilizing virtual receptionists can lead to better client experiences, save on costs, and reduce in-office stress.
Advisors should find the time to demo the top solutions from the 2018 XYPN LIVE FinTech Competition.