OPTIS Partners Q3 report indicates potential for future deal growth.

You've got a to-do list that feels like it's never going to be to-done. There are plenty of apps out there to make your life easier ... but who has the time to find them?

You've got a to-do list that feels like it's never going to be to-done. There are plenty of apps out there to make your life easier ... but who has the time to find them?

Many successful advisors adopt a See The People mantra, but seeing them usually means travel and all the hassles that come with it. Fortunately, there's an app for that. Several apps, actually.