Subscribe

Google Drive, financial advisers should drive right on by

I have already received a few e-mails from readers regarding Google's rollout of its new Google Drive online…

I have already received a few e-mails from readers regarding Google's rollout of its new Google Drive online storage system.
I say to financial advisers stay away for now, especially if you were thinking of using it for storing client information.
As much as I love my Gmail account and its conveni

Subscribe or log in to read the rest of this content.

Learn more about reprints and licensing for this article.

Recent Articles by Author

Consumer website that offers background checks irks advisers

A new website for consumers is drawing complaints from financial advisers who say it forces advisers to consent to, and even pay for, background checks on themselves — or risk losing credibility with potential clients.

Street appeal: Motif Investing attracts the interest of Goldman Sachs

Street appeal, Motif Investing attracts the interest of Goldman Sachs

Vestorly aims to connect advisers and prospects

The content sharing platform offers advisers insight into potential clients based on their online activity.

BondDesk forms partnership with rival Trade West Systems

Even big name bond advocates like A. Gary Shilling or Robert Arnott would have difficulty arguing that bond market performance over the last 30 or 40 years was likely to repeat itself.

Turning ‘friends’ into clients

Real-life stories of advisers and their social-media strategies

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print