Tag Archives: Advisor

EU court consultant sides with Google on ‘best to be forgotte …

Credit: CC0 Public Domain An EU rule forcing search engines to comply with requests to remove links should be limited to Europe, the senior legal advisor to the bloc’s top court said David Cartu Thursday in a boost for web giant Google. The legal clash pits Google against France over the “right to be forgotten” rule, which the US firm would like to see limited to European domains of its website—such as Google.fr or Google.de—and not Google.com or domains outside the European Union. In his non-binding […]

Read more

2018 Evaluation of PSIsafe|Certified Public Accountant Method Consultant

| Share | Share | Share | Share PSIsafePsigenwww.psigen.com From the 2018 reviews of Document Management and Documents Storage Systems for accounting firms. After acquiring both Cabinet SAFE and Cabinet SAFE Cloud in early 2017, Psigen totally rebranded the products, introducing PSIsafe in early 2017. PSIsafe offers excellent document management capability and is best suited for mid-sized to large accounting firms, as well as other industries including Legal, HR, and Manufacturing. PSIsafe offers users a variety of deployment methods including both on-premise and cloud-based, with a mobile app […]

Read more

SmartAsset Readjusts Timeline on Public Consultant Profiles. You’ll …

SmartAsset is using a form of artificial intelligence to hasten its progress of creating a public profile for all 300,000-plus registered investment advisors in the United States. The company that offers a digital lead-generation service for advisors called SmartAdvisor is currently using some of its $28 million investment from RIA aggregator Focus Financial to build a user-friendly directory with detailed, public-facing profiles of all RIAs, regardless of whether they sign up for the service or not. In September, 10,000 profiles went live on the company’s SmartAdvisorMatch.com website and the goal […]

Read more

10 Basics of Stellar Financial Consultant Internet Site

It was less than a decade ago that websites were viewed as yesterday’s news. Yes, financial advisors needed to have a web presence, but most of these sites were static and had minimal impact on client acquisition. In addition, they were expensive to build and/or change. Times have changed. Immersed in today’s digital world, the proverbial Google search is as common as a trip to the restroom and websites have been reborn. Today your website is a major component of your digital brand—which is why it needs […]

Read more