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
When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.
Whether to use 'canned' products, do it yourself or combine the two into a hybrid.
A tale of finding a solution to the yellow pad.
Remember that sometimes the human element – understanding our clients, their goals and their motivations – is often more important than detailed computations.
When a custodian offers you free technology, that's a good thing, right? Maybe not.
It's true that robos are competitors but human advisers are still better, it's just a mater of communicating value.
Questions remain about whether ClientWorks will be on par with other third-party open architecture platforms for advisers.
This year's T3 Conference provided a wealth of demos, panels and exhibits on tools that can help RIAs grow
Here's the problem: Strong passwords are impossible to remember.
With all the musts and must-nots, it's no wonder passwords are a pain in the neck.
