Email Fraud—Protect Your Clients and Your Firm
Unfortunately, the number of attempts by thieves trying to steal your clients’ money is increasing every day.
What Does Windows 8 Mean for Advisors?
Early expectations for Windows 8 are that it will not receive as much attention and fanfare as the previous operating system.
Why Are You Waiting to Upgrade?
If I were to keep track of every conversation I have with advisors, a majority of the topics would revolve around why they are waiting to do something with their technology.
How to Evaluate All-In-One Systems
The technology products available for advisors today offer more features and solutions than ever before.
Tech Questions for Summertime
August is my favorite time of year for new projects. More specifically, it’s a good time to ask, “What technology areas require more research before we pull the trigger?” To get started with this exercise, allow me to recommend some ideas.
E-Delivery—Are You Doing Your Part for Your Clients?
How much have you thought about electronic delivery (e-delivery) of required documents for your clients?
Is Your Technology Up to Date or Out of Touch?
From a technology perspective, it truly is a great time to be an advisor.
Toys or Tools: The Mobile Revolution
There’s no doubt that advisors are quickly adopting mobile technology.
Electronic signature technology (e-signature) has been around for a number of years.
How Serious Are You About Securing Your Data?
Advisors today have access to more client data than ever before, but in this day and age, advisors can’t afford to get sloppy with security.