Financial professionals and fintech don’t usually hold the rosiest of relationships. Some financial pros view fintech as a threat to their existence. But in reality, they need fintech to continue being effective planners. We’re closing in on a do-or-die time for financial professionals.
Having client information is important. Protecting client information, well, that’s even more important. Because as you’ve probably noticed, cybersecurity is a major priority in the industry today.
It’s safe to say that we live in a world dominated by technology. With advancements happening at an exponential rate across every industry, it comes at no surprise when I say that …