Bob Curtis, founder and CEO of MoneyGuidePro, reviews some of the highlights of the soon-to-be-released software upgrade.
WHY DO FINANCIAL ADVISORS COME TO FAT-STACK.COM?
Whether you're ready now, or just curious about what other firms might be offering, Fat-Stack can help.
“Everybody should be concerned about cybersecurity,” says John Taft, CEO of RBC Wealth Management-U.S.
Kevin Reed, head of wealth management for Janney Montgomery Scott, explains how the firm is shifting its focus to meet the needs of a "new breed of FA."