‘Widgetization’ Is Next Level of Tech Integration: Finance Logix
Too many advisors are still unaware of what tech can do for them. Oleg Tishkevich is here to help.
United Planners on Its Tech: The Glue That Holds It All Together
“Our master philosophy is ‘enter once, use many,’” Sheila Cuffari-Agasi says when describing the technology employed at United Planners Financial Services.
8 Steps to a Successful Succession Plan: United Planners
Too many advisors still run their firms as a practice, rather than a business, says UP's Caffari-Agasi.
Finding Success in Succession Planning
Tiburon Strategic Advisors finds half of advisors over the age of 50 intend to sell their businesses upon retirement.