Once again, Bob Veres has his finger on the pulse of the many issues facing financial planning clients. In the May 2020 issue, you’ll find these articles:
Financial Planning: Have you heard that Artificial Intelligence is the future? Here's a working version of it available today.
Client Services: How to Maximize your clients' cash return.
Client Services: A tool that assesses client portfolios in two dimensions.
Parting Thoughts: The light at the end of a very, very long tunnel which