Sawtelle-based Docupace Technologies acquired PreciseFP, an Alpharetta, Ga.-based wealth data company announced Sept. 30.
A selloff sent the social-media giant’s stock plummeting 4.9% on Monday, adding to a drop of about 15% since mid-September.
Relying too heavily on technology can create a barrier between advisor and clients. It's hard to build personal relationships through text or email.
The tax and accounting profession is changing every day due to increased, and continued use and reliance on, technology to perform basic functions.