Microsoft has developed a free tool that helps evaluate whether there are any compatibility issues with your existing computer and Windows 7. The Windows 7 Upgrade Advisor is a free download from Microsoft's Windows site. It is a fairly straightforward process and it should only take a couple of minutes to download and run the program. The tool checks for compatibility with items such as system requirements, installed programs, and devices. After running the tool, it provides a checklist of each area evaluated and the necessary next steps to address any issues identified, including links to additional information from both Microsoft and other companies. Keep in mind that it will not necessarily recognize every program installed on your computer. In my case, it did not recognize a number of programs specific to our industry. Finally, Windows 7 Upgrade Advisor will also recommend the type of installation that you should follow for Windows 7. This is especially important if you are upgrading from Windows XP.
Access complimentary resources from Cambridge Investments to help navigate the fiduciary rule changes.
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.
This White Paper outlines the immediate actions firms can take to correct outdated and costly supervision procedures.
Sep 27, 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....
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.