Technology
Want To Boost Productivity? Try This $9 Fix
- Details Category: Hardware
Interruptions force you to reboot your thought process. This one simple solution can help you maintain your focus throughout your workday.
Technology Is Your Competitive Advantage
- Details Category: Advisor Applications
Your firm has implemented some of the best technology solutions to deliver superior client service. But what your prospects don't know about your firm's technology can hurt you.
Fired Advisor Loses Access To 20 Years Of Client Data And $3M In Revenue
- Details Category: Security
Your client data is the lifeblood of your business. If it gets cut off, it can be fatal to your business. That’s exactly what happened a couple of weeks ago to an advisor we work with who was terminated and unable to access her client data.
Am I Crazy Or Is This Investment Site A Bad Idea?
- Details Category: Web
A new investment site launched yesterday at the TechCrunch Disrupt conference seems like a really crazy idea. Betterment.com bills itself as a “replacement for the traditional savings account,” and it claims to be a “Better way to save money.” But it looks to me like a better way for consumer to lose their savings!
A Rise In Fake Antivirus Puts Advisors & Their Clients At Risk
- Details Category: Security
Oops! You may have just given your credit card information to scammers! And not only do they have your credit card information now, but they have also installed “malware” giving them access to your computer!
