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
We can communicate with clients through newsletters, emails and blogs or even videos and webinars, but it's more important to interact.
Now advisers can easily view client information and investment data anywhere any time.
When it comes to technology, we all want it all. But we all can't agree on size
If you enjoy the convenience of an iPad, this pair of apps can help save countless hours.
Utilize technology to make interactions with clients more efficient and on-demand.
For those looking for more than just account-level “multiple choice” investing, there's no substitute for an adviser.
Retail robos have a lot to offer investors, but are they really as good as they seem?
This adviser takes a risk by publishing their technology goals for the new year
Periscope offers a way for advisers to Tweet with video rather than just words and photos.
Allowing employees more flexibility and control over their work routines can lead to greater productivity and a long-tenured team.
