Viewpoints about Technology
-
A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
Read more -
A year in review – The unintended consequences of the pandemic on estate planning (podcast)
Learn about the unintended consequences of the pandemic on estate planning including the increased use of technology and impact of the housing market.
Read more
- Previous
- 1
- Next