Most advisors say their firm's tech tools are outdated or obsolete and not user-friendly. Still, there are firms that are making efforts to tie together their front-office technology and their back office, and this is getting some praise
Like anything in the tech world, not all web browsers are created equal. Choosing one depends on the devices and platforms you use and your personal preference. Here are some points to consider when assessing what's available
A notable change in the PC industry, combined with the growth of smartphones and tablets, is good news for certain firms
Organizing your Internet tools and resources can add to your efficiency
A disorganized hard drive wastes time and money and can be costing you business
Executives are focused on technology innovation rather than enhancing the overall customer experience
Firms risk losing customers if they don't embrace digital: EY survey
Although advisors at most firms say there is much work to be done, those with two banks report significant levels of satisfaction
New service supports consumer choice of preferred delivery
UK regulator goes live with SMARTS