Technology and Your Compliance Obligations
Most advisors do not enjoy the regulations involved with running their firm, but properly leveraging technology can make compliance a little easier.
Are You Happy With Your IT Support?
Whether you do IT support in house or outsource it, there are best practices that you should follow and common pitfalls to avoid.
What Role Does Technology Play In Your Succession Plan?
Succession planning: Without a doubt, this is one of the most important topics for our profession.
How Data Security Is Like Personal Hygiene
How much time do you spend thinking about data security? Probably not enough, given the cyber-centered world we live in.
Even Small Firms Can Use Big Data
For those who have not heard, Big Data refers to the ability to analyze or “crunch” significant volumes of data to better understand trends.
Computer Viruses—They Happen to Me, Too!
Recently, I was reminded that if I don’t follow my own advice and best practices, computer issues will happen to me, too.
It’s 2014—Get Ready for 2013 Tax Reporting
As soon as we celebrate the start of 2014, the clock starts on the 2013 tax reporting season.
2013 Year-End Technology Action Steps
The start of 2014 is just weeks away. I’ll spare you the comments regarding how fast the year has gone by (and it has), but there are some technology action steps that you should address before we ring in the new year.
Are You Too Emotional About Technology?
I hope your firm is very thoughtful in your process for making technology purchase decisions.
Tools to Build Trust and Protect Clients
Trust: I would argue that this one word represents the critical foundation for every client-advisor relationship.