How To Comply With Complex Business Air Travel Regulations
Business travel compliance is a hot topic due to new, confusing array of regulations – global health pandemic notwithstanding.
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Technology, Retirement Top of Mind Among Future-Focused CFPs
Global survey of CFPs reveals expected areas of client demand, trends to affect advice over next five years.
'Are We Willing to Pull the Plug?' Tech Projects are Under Scrutiny as Digital Ethics Concerns Increase
Tech analysis firm anticipates a shift towards privacy that might mean some tough decisions ahead.
Towards Optimal AI-based Wealth Management - Study
This article explores the various ways that AI technology is changing the face of wealth management in the UK and much of the world.
Wealth Management Tech Company Docupace Acquires PreciseFP
Sawtelle-based Docupace Technologies acquired PreciseFP, an Alpharetta, Ga.-based wealth data company announced Sept. 30.
Zuckerberg Loses $6 Billion in Hours as Facebook Plunges
A selloff sent the social-media giant’s stock plummeting 4.9% on Monday, adding to a drop of about 15% since mid-September.
Q&A: How Financial Advisors Can Harness Technology
Relying too heavily on technology can create a barrier between advisor and clients. It's hard to build personal relationships through text or email.
