Would Your Prospective Clients Fail Retirement Inspection?
My wife and I recently decided to put our house up for sale and got a fresh lesson on planning and transitions.
Got $1,200 to Spare? Spend it on an Extravagant Dalmore Flight at New York City's Baccarat Hotel
There are a great many things with which to spend your hard-earned money on.
Creating A Culture Of Digital Transformation In 2018
When I work with customers and we chart out the issues they believe their digital transformations will face, the lists are often the same.
Billion-Dollar Broker Workstation Vs. $5,000 DIY Financial Advisor MacBook Platform
Independent financial advisors are using technology to provide their clients with services that rival major brokerages’ at a fraction of the cost.
Why Artificial Intelligence Is The Future Of Accounting: Study
After decades stuck in research labs, AI is ready for prime-time