Advisors across all industry channels report that they often struggle with out-of-date hardware, software that is not user-friendly, systems that aren’t well integrated or inadequate tech support and training
Communication is cited as the key reason for solid back-office support. As for tech tools, internal websites draw advisors’ ire
Advisors say that the banks and credit unions could be doing a lot better when it comes to tech tools and back-office support
It’s up to your firm to make sure your trade-related information is secured according to regulatory requirements. But what about other important data? If you don’t have a backup system, the time to start arranging for one is now
Advisors were most satisfied with the firms that provide solid desktop and mobile technology
Advisors considering one of these new mini-computers can now look beyond Apple’s iPad; other companies offer a panoply of alternatives, some available now and some coming soon
The adoption of several new technologies aims to maximize face time between advisors and their clients
Here are some lasting resolutions to help you make better use of technology and clear more time for yourself in the new year
The good new is you no longer have to lug around a heavy, overpowered computer; the not so good news is that choosing a new, lightweight portable device can be daunting. This advice will help you choose one that suits your needs
A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors make when using PowerPoint to deliver their messages