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
Shareholders typically don't like paying taxes on income they haven't received.
Technology can enable a more efficient human connection during times of financial uncertainty.
The bottom line is that every email should be viewed with suspicion.
Seventy-four percent of Elite RIAs said technology is strengthening their effectiveness as advisers, allowing them to better customize services to their clients.
Give yourself the gift of unplugging or risk opening yourself up to unhealthy habits.
The depth and breadth of the new DOL fiduciary rules requires all firms to consider outsourcing aspects of their practices and/or adding new technology.
The time you free up can be spent in ways other than just adding on more work.
Advisers should test their emergency plans periodically to make sure they are in compliance with Securities and Exchange Commission rules.
Now you no longer have to worry about dropping your phone or running out of power.
Adding significant growth can put a strain on a firm's infrastructure without proper preparedness.
