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.
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.