"If your planning software is made to run with 32 megabytes of RAM, then maybe you can get by with a computer that has just that much capacity. But wait--you want to integrate the results into a spreadsheet program that uses another 20MB? Or you want to generate a document in a word processing program with data from planning software?...Now for the Internet. Expect the Web to play an ever-increasing role in our professional life...downloading data, processing transactions and checking accounts on line will soon be commonplace in your office....Many Internet service providers are upgrading to handle the 56k modem, and that's a big benefit to anyone who has to download large files (or who hates to wait half a lifetime waiting for Web graphics to come up)....The newest technology, a writeable CD-ROM drive, can let you archive client files while devoting ever less space to the job...the latest models come with four-digit capability for expressing the year, thus vaulting at least your hardware past the year 2000 bugaboo."
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
To learn how succession planning can help increase your practice value, download LPL's white paper, "Protect & Unlock Your Value through Succession Planning".
The College for Financial Planning is the leading provider of financial education with more than 135,000 graduates and 40+ years of experience educating the nation's...
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.
Jun 30, 2015
Join ThinkAdvisor & Wells Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.