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.
2012 Tax Season Survival Guide: 22 Days of Tax Planning Advice
Some best practices and operational procedures to make tax season for all advisors—not just tax preparers—a little less hectic.
Five Tech Steps to Start 2012 Right
Moving from one year to the next provides a natural opportunity to evaluate and plan.
New Cost Basis Reporting Best Practices
We have almost completed our first year under the IRS’s new cost basis regulations and reporting requirements.
Business Resumption Planning: It’s The Little Things
In September, my office was hit with a power outage.
How Scalable Is Your Firm’s Technology?
Whenever we experience significant market volatility—specifically to the downside—the pressure on advisors to respond efficiently and effectively can increase dramatically.
Are You In a Technology Rut?
There is little we do to run a business today that doesn’t involve some form of technology.