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.
LPL's white paper, Success Without Limits, will help you understand the various options and considerations for choosing the right partner.
Look behind the curtain and see how our fixed-income experts determine which municipals offer the greatest potential. With this proven approach to effective muni selection,...
Our research shows that two screens have helped achieve better outcomes - low expenses and high manager ownership. Funds sharing these two characteristics have tended...
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 & 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...