You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV and a video-conferencing system - can help you improve your efficiency and your client service
Technology can help older clients manage both long-term assets and daily finances
Based on the Oracle Insurance Policy Administration system, the new platform allows for automatic transmission of information and improved responsiveness
George Hartman talks about the ways new technology will change financial advisors' business model profoundly
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success
New technology such as AI is likely to be a positive for advisors and their firms because of the potential to make the business more efficient
The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way you handle that change will make or break your practice
Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the massive digital changes that are sweeping through the advisory industry
Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable