Tech Trends to Watch in 2018

Posted date: January 10, 2018 In: QuickPress

Wealth management firms of all sizes are trying to streamline their operations to benefit clients, and mobile is a prime example, according to the recent Financial Planning Tech Survey. Forty percent of respondents cited mobile apps as a potential difference maker for the industry. This article will cite which technologies offer the most promise to advisors, and which could fall by the wayside.

To read the full article in Financial Planning, click: Tech Trends to Watch in 2018.

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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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