Advisor iPad App Allows Client Reviews to Go Anywhere
“As long as I have my iPad with me, there’s nothing I can’t access. I can run into a client in a restaurant and do things on the fly,” says Ted Rich of Vinoy Capital.
Top 10 Mobile Apps for Financial Advisors
Mobile apps can help advisors increase revenue and improve client support, says Financial Social Media President Amy McIlwain, who lists her top 10 favorite apps.
New Hire Roundup: National Advisor Trust Gains Alfred; Lewis, Morris Team Under Lemay
National Advisors Trust welcomed James D. Alfred to the fold, while Jeannie Lewis and Bryan Morris went to Deloitte under the leadership of April Lemay.
Trust Company of America Announces Reporting Enhancements in Tech Ramp-Up
All-in-one technology meant to takes stress and burden off breakaway brokers.