In Search of the Best Financial Planning Software: NaviPlan
After a two-hour demo of NaviPlan, my decision on which financial planning software to adopt has gotten more difficult.
The Race for ROI: Now Is the Time to Invest in Technology
For many advisors, the question isn’t necessarily how to spend money on software, hardware and systems.
Steve Jobs and Advisors: His Legacy and Ongoing Influence
Most advisors don't use his computers, but more and more use his mobile devices. More important, his business and marketing genius, and his appreciation for the user of technology, has shaped the advisor's world.