Saying goodbye is never easy. But there are times when a firm might need to change vendors, especially as new technology hits the market. 

Because of this, firms commit to shorter contracts of less than three years. Others find themselves exiting contracts early due to tech buyouts. This is when the most critical matter comes into play: data, and who gets to keep it. 

Learn what top firms put in contracts to protect their data — and give themselves an out — here, along with much more at Financial Planning. 

Drop me a line at rachel.witkowski@arizent.com. 

Helping you from the ground up.