To conduct a legitimate test of your backup system, simply viewing the backed up files on a removable hard drive is not enough. A good practice would be to create a test once a year where, for all your mission-critical applications, you run your business using the backup files as the primary data source. This should be done with your portfolio management, contact management, and imaging systems, along with any other applications that are critical to your business. Running these tests might take a little more time, but it is definitely worth it to confirm that your backup process is operating correctly. Do it now; don't wait.
This collection of articles from IMCA's Investments & Wealth Monitor focus on after-tax returns of active and passive funds, choices in active and passive, and...
Combined fee-based and commission-based businesses are on the rise. See how this adaptable model offers flexibility, while helping you maximize opportunities with access to a...
In this presentation, CEO of Cambridge Eric Schwartz shares with you details on solving the challenges facing independent advisors, including business continuity and succession planning.
Jun 30, 2015
Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...
May 14, 2015
Join leading advisors from Laserfiche to learn how to harness ECM power and efficiency to your firm.