What if communicating personal information with each of your clients was effortless? That’s no longer a merely a philosophical question. It’s becoming a reality.
Cabinet NG, a leading document management system for financial advisors, has integrated with AdvisorVault, streamlining a financial advisor’s work and improving client service.
Technorati says the Sega hack, which occurred Friday and follows breaches of Sony, Citi, the CIA, and IMF, amounts to an all-out declaration of war by cyber thugs and that security seems sloppy at these large enterprises.
An A4A member asked yesterday about the approach to goal-based financial planning in Advisor Software’s new app. “I still don't get how it is substantially different than, say, planning with MoneyGuidePro.” Here’s the answer.
MoneyGuide Pro is the most popular financial planning listed on A4A. It gets rave reviews. However, the way financial planning problems are solved by software for wealth management professionals is evolving, and Advisor Software’s approach is new, thoughtful, and significantly different from the good work done by MoneyGu
Regulatory compliance and advertising review services.
You'll be emailed a discount coupon for $30 off the CFP® Ethics Class after signing up for A4A's $60 quarterly membership, featuring Fritz Meyer, Bob Keebler, and Craig Israelsen.