"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."
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
Every financial advisor has heard-since they got into the business-that the best and fastest way to grow your practice is through referrals. See what sets...
Learn how refocusing your business model help recharge your business’s value.
Focus working with mature clients including what are the characteristics of a sound goals-based investing method, how big is longevity risk, and a reevaluation of...
Oct 26, 2016
This complimentary webcast will cover charitable donations and planning, including some key year‐end tax considerations. We will provide an overview of the benefits of charitable...
Oct 20, 2016
Learn what critical roles document management serves for wealth management firms and their practical operational advice for running a viable business.
Oct 05, 2016
Some broker-dealers have already decided to exit certain lines of business and are sizing up how the rule will impact their IT and compliance budgets....