Business Planning Financial Advice Numbers Tax Planning 
Nerd's Eye View
FEBRUARY 19, 2024
The 2024 Technology Tools for Today (T3) Advisor Conference, held last month in Las Vegas, Nevada, featured a large gathering of financial advisors and representatives from across the fintech industry. Likewise, while CRM usage has slipped by about 5%, the overall number of advisors who use a CRM still remains at a dominant 92%.
Nerd's Eye View
MAY 8, 2023
Traditionally, financial advice and tax preparation have existed as 2 related, but separate, services. Besides the fact that many financial advisors don’t hold the necessary credentials (e.g.,
The Big Picture
OCTOBER 19, 2022
RAMPULLA: I went to Drexel part time while I was at Vanguard, did that commute down to Philadelphia from the suburbs, you know, three times a week for a number of years. I was employee number one in London. And it was just really fun to build that business. They’ll do tax planning, right? RAMPULLA: Yeah.
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