3 Things to Look For When Purchasing Technology for Your Business

buyingtechforbusiness

 By streamlining work, increasing capacity and expanding their target market, technology can increase both revenue and exposure. More importantly though, advisors who use technology are meeting their clients’ expectations. According to the 2014 World Wealth Report, released by Capgemeni Financial Services and RBC Wealth Management, almost two-thirds (65%) of high net worth investors expect to […]

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The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, Part 3

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In this final installment of the three-part series on The Changing College Planning Paradigm: Implications and Opportunities for Financial Advisors, I’ll conclude with a very practical application of enhanced college planning (beyond just savings strategies) that may help to solve a significant long-term challenge for many advisors. Let me start by posing a few questions […]

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