Over the next 10 years, $12 trillion worth of business owner wealth will be exchanged in the United States, presenting a significant opportunity for the financial services industry. Image Credit...

You may well ask that question. Its probably something deeply “techy” and you’d be right because it is. However, before you dismiss it allow me the chance to explain what...

Like any business, financial advisers these days rely heavily on the use of software. There is a wide selection of tools available to allow advisers to streamline their operations, but...