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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Two Apps That Help You Move Cash These smartphone apps can help with mobile billing and accepting credit card payments. Greg LaFollette, strategic adviser with CPA.com, suggests that a look at mobile apps can make the CPA’s job and life better. To read the full article in the Journal of Accountancy, click: Expanding Your App-titude.