Weekend Reading For Financial Planners (Dec 31-Jan 1) 2023
CFO News Room
DECEMBER 30, 2022
Why it is important for advisory firms to conduct an audit of their tech stack and the steps they can take to conduct the exercise. First, a firm owner can consider how they want to conduct the audit, which can be performed themselves (though this can take time away from other responsibilities!), Bob Veres | Advisor Perspectives).
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