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A paperless office can boost your ROI
Taking your firm paperless might seem as daunting a challenge as climbing Mount Everest, but it can bring significant return on investment over the long term.
Blogs, social networking are good for advisers’ businesses
The Internet is playing a larger role in the lives of financial advisers.
Questions and answers about Windows 7
Here are answers to some basic questions about Windows 7. Feel free to e-mail me others.
Windows 7: What advisers need to know
Microsoft's latest operating system will become available to advisers and the rest of the world Oct. 22. The system will grace the shelves of retailers in all its shrink-wrapped glory, but most folks will be buying it pre-installed on new desktop or laptop PCs. Experts believe that the buy-it-installed route is the way most users,
Technology ℞: First know thy practice
Financial advisers who have found their groove and have a suite of applications that work well together generally couldn’t be happier.
DTCC upgrades managed accounts, tech spending grows and regulators argue over encryption
Despite the recession — and in some quarters talk of a depression — technology spending continues to rise, because advisers recognize that revamped systems remain key to reduced costs and fatter profits.
Advice for advisers on blogs, websites and networking
Few advisers deploy a blog, though many wish they had one due to the market turmoil.
Gauging the state of adviser technology
In the last couple of months, a number of new surveys and studies have shed some interesting light on advisers and their use of technology.
Making the most of what’s available on the Web
There are plenty of low-cost (or even free) third-party tools and services available on the Internet that can make an adviser’s life easier.
Client relationship management 101
Among the many types of software and online services we have been evaluating at InvestmentNews, few are likely to see more day-to-day usage than your client relationship management application.
