Richard Busillo, the CEO of RTD Financial Advisors, is a mentor at the annual FPA residency program for newly minted CFP certificants. At one of the training sessions, he described to his students the ...

Gathering client data upfront is a critical, but often unnecessarily difficult, first step of any financial advisor-client relationship. Too often, wealth management firms still rely on spreadsheets, ...

In today's fast-paced business environment, organizations are under pressure to do more with less. This has led to a growing interest in process automation as a means of streamlining operations, ...