How Well Does Your Firm Virtually Serve Your Clients?
Take a moment and think about how many different ways you access information in the virtual world.
In a Tech Merger, Don't Panic
The first quarter of 2015 was busy for technology companies that serve advisors, as many were acquired or sold a significant portion of their company.
How to Choose an Account Aggregation Tool
Account aggregation technology has been available in various forms for many years.
Tax Season 2014: Your Quick List of Best Practices
The 2014 tax season is now here, and this could be the busiest time of year for many advisors.
Make 2015 a Transformational Year
Advisors have seen several years of growth, but now more than ever, they need to ensure that their technology is not behind the times.
Cost Basis Reporting: The Gift That Keeps on Giving
Cost basis reporting continues its march to full implementation.
How to Communicate Compliantly With Social Media
Social media can be a complicated subject, especially considering the variety of ways advisors can adopt and leverage the channel.
What the USS Ronald Reagan Taught Me About Business
This summer, I spent three days aboard the USS Ronald Reagan, which is a Nimitz-class nuclear-powered supercarrier.
Advisors Can't Ignore Mobile Tech
Mobile devices aren't just communication tools; they’re lifestyle tools.
Robo-Advisors: What You Can Learn From Their Technology
To begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.