Wealth Management

wealth management trends, digital transformation

Wealth Management Trends in the Age of Digital Transformation

The Covid-19 pandemic had far reaching ramifications, extending well beyond its devastating impact on the health of millions of Americans. It disrupted the way we interact with each other, turning “Zoom” into a verb. Advisors now routinely schedule client meetings via videoconference. These meetings, which used to take 3-4 hours with travel time included, can …

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cpa financial advisor

Why You Should Consider Using a Financial Advisor Who is a CPA

There are many factors to consider when deciding which financial advisor you should retain. One of the most important ones is to be sure they are registered investment advisors.  These advisors (known as “RIAs”) are required by law to make extensive disclosures, especially about their fees and any conflicts of interest.  They must always put …

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