Tech Best Practices When Advisors Go Abroad
Before setting off, make a plan for how you will stay connected with family and clients without exposing yourself to too much risk. These tips can help your jetsetting clients, too.
Where to Start Tech Spring Cleaning
This is the time of year when “spring cleaning” occurs. You can apply the same mindset to your technology.
Is Microsoft Office 365 Right for Your Firm?
The familiar tech giant may provide some overlooked efficiencies for smaller firms.
How Cutting Costs Hurts Technology
Too often, price becomes too big a factor when evaluating new technology purchases.
2016 Tax Tips to Keep on Your Radar
Some new items that should be on your task list for the 2016 tax reporting season.
Your Employees: The First Line of Defense Against Cybersecurity Threats
Help your employees better understand their role in identifying threats and preventing cybersecurity attacks against your firm and your clients.
2016 Holiday Tech To-Dos
December can often feel like the final mile of a marathon. You have made it most of the way, but there’s more to be done.
Do You Have a Technology Segmentation Strategy?
Segmenting technology offerings based on client profiles can reduce costs and improve service.
Data Security Best Practices for Financial Advisors
An advisory firm’s concern about data security is like a pledge: “We will do everything we can to protect our clients and our firm.”
Technology Observations From Belize
One thing I learned on a trip to Belize: You need to be prepared to use multiple channels to communicate with your clients.