Client management platforms have become an essential part of an RIA’s tech stack as these tools make it easier to access and update customer information. The Financial Industry Regulatory Authority ...
Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...
This week, the web and browser development community voiced concerns over “X-Client-Data,” an alleged “tracking ID” sent by Chrome to all Google sites. Google has denied the tracking allegation and ...
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