The platform will be available later this year
Advisors and dealers are rethinking their pre-coronavirus routine of serving clients from their offices
Rollout should be done by end of the year
Covid-19 has created an opportunity for alternative data to shine
Mobile tech is key, advisors say, but some firms fall short
The key to managing a successful strategy for your team to work from home is to maintain a structure while accommodating staff members' personal needs
It's still possible to build your book during a pandemic
The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan
Wealthtech firm provides free subscriptions to Prevail by Pascal until July 1
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information