"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."
If you’re thinking of changing broker-dealers, you owe it to yourself to read this article that covers all major aspects of the transition process.
As an investment professional, video marketing can be a very powerful tool that you can utilize to enhance your practice.
Part I of a series of articles on working with ultra-high-net-worth clients from IMCA’s Investments & Wealth Monitor take a look at generational differences in...
Sep 20, 2016
This webcast will review the key aspects of the amendments and the steps that funds and intermediaries can take in order to comply with the...
Sep 13, 2016
Nationwide is providing a deeper look into the rule’s implications and a discussion of decisions firms will need to make in order to comply.
Aug 24, 2016
Many affected firms and individuals are well-versed in the complexities of the new rule but still have detailed questions. Others are still familiarizing themselves with...