Who’s Fighting for Advisers and Clients in Financial Data Debate?

Posted date: April 26, 2017 In: QuickPress

Access to banking information ensures advisers can perform holistic planning, fintech firms say. Yet, Suleman Din looks into the problem that young digital-first firms hoping to revolutionize the way advisers manage client finances and build their wealth claim they have run into resistance from major banks opposed to sharing financial data.

To read the full article in FinancialPlanning, click: Who’s Fighting for Advisers and Clients in Financial Data Debate?

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National Association of Certified Valuators and Analysts

The National Association of Certified Valuators and Analysts (NACVA) supports the users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines.

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