From how people find advisors, to how they interact with them, to how they exchange information and content and draft financial plans, the relationship between clients and advisors is evolving rapidly, all thanks to technology. Videoconferencing sites such as Zoom […]
There is so much legalese and loopholes out there in contract world. Mostly we chose to not read them, assume our best interests are in the mind of the other contractual party and agree to them. How many of us […]