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
Picking the right custodian requires analysis of more than just how a custodian executes trades; you must consider reputation, service, pricing, accuracy, etc.
You don't have to go too far to get the assistance you need to leverage today's tech tools
Taking every precaution to guard against today's threats means focusing on both physical and electronic security.
Investment advisers are required to have an emergency plan. Assuming you have one, have you really looked at what it says? Have you tested it? Do you know if it will work?
For Sheryl Rowling, a trip to France offers important tech lessons and insight into the work-life balance.
ICYMI, the younger generation has the tech talents you need to make your firm last
Many of us fall into the trap of jumping on each communication as if waiting an hour could result in the loss of the client.
Though advisers aren't necessarily cybersecurity experts, they can help prevent clients from becoming victims.
If done in steps, going paperless can be relatively pain-free.
Customer relationship management systems can be extremely valuable ... if you put them to use.
