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  1. Special Feature

    The Tech Revolution

    IE Staff
    Embracing technology — not competing with it — is the key to success
  2. Dwarka Lakhan
    Keep track of all users of your firm’s devices and software, and check your vulnerability regularly
  3. Beatrice Paez
    A few simple steps can help keep your data safe
  4. Beatrice Paez
    These tools let you focus on what you do best: connecting with your clients and prospects
  5. Beatrice Paez
    Occasionally getting up from your computer and switching off your mobile device can help you reconnect with others — and yourself
  6. Beatrice Paez
    Cleaning up your computer screen and organizing your files can improve your efficiency
  7. Beatrice Paez
    Digitize and organize your paper trail
  8. Fiona Collie
    Advisors can show their worth during volatile markets, and with complex financial planning needs
  9. Fiona Collie
    Advisors who develop such partnerships could find efficiency and scale in their businesses, which could help improve overall productivity
  10. Fiona Collie
    Digital wealth-management platforms are aiming to make life easier for traditional advisors