5 Themes for the Future of Technology
After reflecting last month on the past 35 years of advisor technology, it is exciting to shift our focus to the future.
The Evolution of Advisor Technology
1980 to 2015 — from a technology perspective, advisors have gone from having essentially no technology choices to an extensive menu of solutions.
Volatility and Technology: How to Streamline Client Communications
Volatility puts a lot of pressure on advisors because everyone is asking: What does it mean? Will it continue? Should I sell everything?
Don’t Pay the Hacker’s Ransom
Advisory firms are being hit with ransomware viruses. Before paying up, try these steps first.
Your 10-Minute Pre-Vacation Checklist
Add these quick technology tasks to your pre-vacation checklist to make sure everything runs smoothly while you’re away.
Is Your Technology Ready for an Audit?
Technology is the backbone of most of your processes and procedures; can it stand up to scrutiny when the examiners come to visit?
What Does Windows 10 Mean for Advisors?
The next operating system from Microsoft, Windows 10, is expected to be officially released later this summer.
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.