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Financial Planning: “Technology to help tame the complexities of risk”
October 6, 2017
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U.S. News & World Report: “How to Pick a Great IRA”
October 6, 2017
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Financial Planning: “Lock box in the clouds provides peace of mind”

An online vault is a digital-storage mechanism with secure encryption accessible to clients, the client’s advisors, potentially advisors’ extended team of financial practitioners, as well as family members of the client. “Although online vaults are becoming more popular, they still aren’t widely used by advisors.” – Christian Cordoba

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