Kitces: To Serve Clients More Efficiently, Think Beyond the Obvious
If you think your only options for meeting special client needs are to say yes or no keep thinking Kitces says.
Source: thinkadvisor.com
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A Little Less Conversation...
What's required for us to actually take a non-habitual action? Lately, it's seemed like words just aren't enough.
Source: etftrends.com
Kitces: 'You Can't Scale Advice With Technology'
Contrary to what many fintech companies will say, you can’t scale advice and planning with technology, argues Michael Kitces
Source: wealthmanagement.com
Veteran fintech blogger Bill Winterberg joins AdvicePay in new VP role
Plus, Accenture’s latest compliance risk report, and a new partnership between a fintech startup and an RIA accelerator.
Source: financial-planning.com
AdvicePay Hires Industry Veteran, Bill Winterberg, as Vice President of Financial Planning Growth
Bozeman, MT (PRWEB) May 25, 2022 -- AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced today that
Source: prweb.com