Industry Involvement
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Articles
HIFON founder, Shaun Kapusinski, wrote an article for the July 2025 edition of the NAPFA Advisor magazine. Most advisory firms do not need more technology; they need a better strategy for using the tools they already have. Kapusinski argues that constantly chasing the “next big thing” wastes money, disrupts workflows, and distracts from the real…
As the RIA industry continues to evolve and competition for clients (and advisors) increases, RIAs are realizing the importance of a dedicated Operations team that ensures that the trains are running on time and allows advisors to focus their attention solely on client service and business development. The RIA industry has always done a good…
It can be hard to know where to start when changing your firm’s technology. Whether you’re going through an M&A event or simply evaluating the potential of upgrading your current technology systems, it’s important to begin the process by asking the right questions… Finish this article at https://www.napfaadvisor-digital.com/napfm/0720_july_2020/MobilePagedArticle.action?articleId=1602807#articleId1602807