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.
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.
How to communicate compliantly with social media
Advisors have many questions about social media, how it’s regulated and whether they even need it.
Cost Basis Reporting: The Gift That Keeps on Giving
Cost basis reporting continues its march to full implementation.