In a recent LinkedIn poll by chartered financial analyst Sara Grillo, 39% of 221 respondents felt the best time for clients to bring in documents is after the first meeting with a financial advisor.

Eugene Xiong is the Founder and Chairman of the Board of Foxit, a leading provider of innovative PDF products and services. In today’s digital world, documents remain essential to the way we exchange, ...

Adam Stone writes on technology trends from Annapolis, Md., with a focus on government IT, military and first-responder technologies. In partnership with the county assessor’s office, the King County, ...