- Workflow platform could revolutionize the way advisers use technology
- Promising new products that could enhance adviser productivity
- New tool simplifies helping clients prioritize their financial goals
- Portfolio management software tiptoes toward the cloud
- Popular planning software aims to streamline financial plan creation
Explore your opportunities and be informed for your next move.
Dorothy Weaver Founder & CEO, Collins Capital
Liz Ann SondersChief Investment Strategist, Charles Schwab Corp.