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.
How to Communicate Compliantly With Social Media
Social media can be a complicated subject, especially considering the variety of ways advisors can adopt and leverage the channel.
What the USS Ronald Reagan Taught Me About Business
This summer, I spent three days aboard the USS Ronald Reagan, which is a Nimitz-class nuclear-powered supercarrier.
Advisors Can't Ignore Mobile Tech
Mobile devices aren't just communication tools; they’re lifestyle tools.
Robo-Advisors: What You Can Learn From Their Technology
To begin, robo-advisors generally excel in their overall website experience, especially as it relates to describing their offering to prospects, and there's more to learn.
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.