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Nick Bernardo

Founder

Nick Bernardo is the founder of OnBord, an onboarding compliance automation tool.

A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.

Technology

Texting is the new email for RIA client transitions

Delivering documents via SMS can smooth a stressful process, reinforce advisor-client bonds and keep firms on the windy side of industry regs.

By Nick Bernardo

March 27