Forum Financial Co-Managing Partner Norbert Mindel was featured in The Wall Street Journal’s Voices on August 3. The article outlines the benefits of data integration in regard to client accounts. As Norm explains in the article, clients should have the opportunity to see a big-picture view of their financial life and that happens when you put everything together on one screen.
The Wall Street Journal’s Voices column addresses issues of interest for the investment advisor community.
Read the Article (available as preview content for non-subscribers)