Roman Bogach — 3 questions advisers should ask themselves before...

1.5M ratings
277k ratings

See, that’s what the app is perfect for.

Sounds perfect Wahhhh, I don’t wanna

3 questions advisers should ask themselves before buying new … - InvestmentNews (blog)

3 questions advisers should ask themselves before buying new …
InvestmentNews (blog)
While eight in 10 advisers reported in Fidelity’s 2013 Insights on Advice Study that they wanted to increase their technology usage, 95% are still challenged by integrating and utilizing it. The last thing you want is to make a large investment in new …