By Mukesh Dedhia, CFP
In India, about 10 or 20 years ago, if you were lucky enough to have a relative who was an insurance agent, your family would receive financial advice. With growing complexity in financial products, more people started looking for somebody to help them make the right decisions.
Continue reading Trends in the Financial Planning Industry
By Martin Bamford, CFP
There is no disputing that the world has changed significantly over the past decade. Social Media has made major in-roads into our lives, changing the way in which we communicate with our friends, family and colleagues, even with complete strangers.
Continue reading Financial Planning Technology and Social Media: Don’t Get Left Behind
By Michael Snowdon, CFP
Isn’t technology wonderful? Think of what we can do that was not even imagined just a few years ago. Web 2.0, social media, mobile computing (even on a phone!). We can download information in seconds that would have taken days to gather in a library. We can access our office computer while out calling on clients (or sitting at the beach).
Continue reading Protecting Client Information: Are You Prepared for a Security Breach?