Sheryl Rowling
Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn
Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn
This week's TD Ameritrade Institutional conference was packed with technology. From providers to presenters, the message to advisers was clear: It's time to stop paying lip service to technology and walk the walk. Sheryl Rowling shares her top takeaways.
Make no mistake — the focus of a technology company has relevance to advisory firms. Just think innovation.
Calculating optimal portfolio allocations requires a combination of art and science, or truly, opinion and software.
Jazz up plain-vanilla PowerPoint slides with video, graphics.
Computers and the internet have changed everything, not only for us but for the “NextGen” as well.
Expanding your bottom line by increasing your technology spend.
Although I say that technology can be my best friend and my worst enemy, I have to admit that it has truly enabled a better life and a more successful career.
An insider's highlights from networking, vendor educational sessions and exhibits.
