Results for "hardware"
Displaying 88 results
Real-time apps help advisers connect and stay in touch with clients
August 4, 2015
Hundreds of years ago, people relied on town criers to shout out must-know information. The source of the news was limited to a few individuals. You had to gather at the right spot at the right time to hear what was said, then pray the criers...
How to get broker-dealers over the technology adoption hurdle
July 24, 2015
In today's digitized world, new technologies are made available all the time and technology adoption among the general public is moving at a breakneck pace. Consumers scarf up the newest devices and download new apps as fast as technology providers...
Many advisers are moving on from Apple to adopt another tablet brand
August 20, 2015
It appears that the Apple iPad is losing popularity, at least among financial advisers. Although 65% of the more than 700 advisers surveyed for InvestmentNews' 2015 most-popular technology report said they use an iPad, that is down from the...
How to make sure your firm's data is secure in the event of an outage
July 17, 2015
With recent high-profile headlines of outages and technology breaches affecting giant corporations, advisers must remember the importance of business continuity planning. Here are a few best practices to ensure that you have a comprehensive...
3 due diligence steps advisers should take to avoid costly technology mistakes
April 30, 2015
The pace of technology has changed so remarkably in the past decade that even early adopters struggle to stay on top of what's new. This largely, though not exclusively, has resulted from the widespread adoption of consumer technology in business...
As Apple Watch details emerge, what's in it for advisers?
March 9, 2015
As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers — and some of the companies that work with them — see a bigger role for wearable technology in the years ahead. For most financial advisers today,...
Time to upgrade to the iPhone 6?
January 12, 2015
I could tell my iPhone 5s was ready to die. The signs were there. The screen was beginning to fade. It would shut down or close programs intermittently, and the battery life decreased to only four hours a charge. Because I had waited too long...
Three tech tricks for functioning smoothly overseas
May 12, 2014
We have completed our first full work week in Paris. Aside from a few technology glitches, the distance issue seems to be going okay. The main issue, it seems, is discipline on my part! (Here's where the story starts: Can an adviser work remotely...
In Apple's universe, does one size fit all?
March 29, 2016
In the Apple world, does one size fit all or does one need all sizes? It seems that every time I turn around, there is another version of Apple technology. Yet, it's not so much about features, it's all about size. When mobile phones were first...
What the Apple-FBI feud means for financial advisers and privacy rights
March 4, 2016
Apple's standoff with the FBI, which is trying to force the technology giant to provide access to a locked iPhone at the heart of the mass shooting probe in California, has prompted a discussion in the financial services industry over how far...
Cybersecurity for the insecure RIA
November 18, 2015
Investment advisers have a great many reasons to feel anxious and not just because of the stock market's volatility. Registered investment advisers and investment adviser representatives face the risk of cyber attacks against their firms and...
Does technology eliminate job opportunities?
October 20, 2015
I'm old enough to remember the early days of computers. There was a lot of speculation at the time. Would computers eliminate jobs and cause mass unemployment? Would skilled professionals or unskilled labor be most at risk? Would computers replace...
New Apple iPad Pro geared toward meeting advisers' business needs
September 10, 2015
In the spirit of fostering better communication with clients, some advisers are considering moving away from laptops and toward tablets, especially after Apple announced its newest product: the iPad Pro. Some standout features of the tablet,...
How to plan for buying or upgrading to new technology
July 29, 2015
As a business owner and user of technology, I often find it hard to determine when to buy or upgrade to new technology. Unlike other consumer goods, it's not a question of when something wears out; it's a question of when it becomes outdated....
Don't miss opportunities by thinking of tech as expense vs. investment
May 1, 2015
When considering a new technology purchase, advisers tend to look at costs rather than benefits. In other words, technology dollars are considered an expense rather than an investment. Framing technology decisions in this way creates the potential...
Have protocols in place to secure access to client data
January 11, 2015
News that a Morgan Stanley broker allegedly stole data on 350,000 clients and that information for 900 of them made it online was a jolt for many about the reality that cyberthreats don't come only from strangers in the cloud. The person sitting...
Change for technology's sake and cash in the dividends
August 4, 2014
We all wish for technology that will do exactly what we want, in the way we do it now — and will be implemented effortlessly. If this wish could come true, would it be what we truly want? Maybe we need to change in order to benefit from what...
Why advisers should update at least one tech system every year
March 2, 2017
Advisers need to be proactive about making technology changes if they want to keep up with the competition and take advantages of opportunities to improve the client experience. "Advisers should be looking to move one new major technology system...
Fidelity's robo for financial advisers will give clients eMoney tools
October 18, 2016
Fidelity Investments' digital advice platform for financial advisers to use with clients will integrate some of eMoney's basic financial planning tools and will be available in March 2017 for a small number of advisers to test, the firm said....
Merrill Lynch enters the robo-advisory business
October 5, 2016
The race among big banks to take a bite out of the robo-advisory pie continues, with the latest contender, Bank of America Merrill Lynch, announcing its own Merrill Edge robo-adviser that is expected to launch early next year. Merrill Edge Guided...
