1. How is Cloud Computing Impacting the Independent Advisor Market?
(AllBo Content/news)

... much faster growth across multiple physical locations. Dusty Huxford, former CEO of Financial Computer Support Inc., summed up the value of the cloud: “cloud computing will have a profound impact on start-up ...

2. Schwab Announces Pricing, Service and Technology Initiatives to Boost Independent Advisor Growth and Efficiency
(AllBo Content/news)

... of new initiatives designed to help them fuel their growth and add scale by managing costs and improving their efficiency. In the challenging environment brought on by disruption in the financial markets ...

3. Julien Mordecai
(AllBo Content/meet the team)

... for Financial Planning’s CFP course work before realizing my passion is serving advisor entrepreneurs.  I am married to Patti Mordecai with three children and live in Edenton, NC. ...

4. Lisa Welborn
(AllBo Content/meet the team)

Lisa Welborn - Before co-founding AllBackoffice Consulting, LLC, I worked for over 20 years in the financial industry serving Investment Advisers in many ways.  I am a project manager and quality assurance ...

5. Technology and Operations Consulting
(AllBo Content/bo content)

... technology or consulting partner.  The new world of corroborative business alliances with the help of technology, allows us to introduce you to experts in almost any area of your financial services practice. ...