Bob Veres maintains his pulse on the newest trends developing in the fintech space which are highlighted in the Mar. 2020 issue along with these other articles:
Tech Extravaganza: The T3 Advisor conference in San Diego offered an early look at some trends—and a lot of new solutions.
Practice Management: Here are some of the compliance outsource options that Inside Information readers are recommending.
Conferences: Highlights from the recent NAPFA Large Firm Forum; thoughts about 'people' issues.
Parting Thoughts: Some