Data collection and transmission are key elements of CRM2. Map out your digital strategy
The right combination of devices, security software and applications can give you the edge in the competitive financial advisory business. Combined with a diligent work ethic, these tools can help you to reach your goals
The Internet is crawling with nasty, destructive software designed to infect, steal and destroy. If you collect sensitive financial data, you may be at high risk for attack. Learn how to protect your team - and your clients
With Windows 10, Microsoft is hoping to win back users' trust after the dark days of Windows 8. New features, such as an integrated menu and a personal software assistant, suggests the new operating system stands a good chance of succeeding
MaRS Discovery District, an innovation hub in downtown Toronto, is bringing together several early-stage financial technology firms in a “FinTech Cluster” designed to promote startups developing next-generation technologies. And several of these technologies have direct implications for the financial advisory community. MaRS is an independent, not-for-profit entity that provides space and support for startups in […]
With Windows 10, Microsoft is hoping to win back users' trust after the dark days of Windows 8. New features, such as an integrated menu and a personal software assistant, suggests the new operating system stands a good chance of succeeding
Tech Tips: Keeping your inbox clear can be a huge challenge. There are a number of strategies and tools that can help you gain control of the barrage of messages - both important and nuisance - that flow onto your computer every day
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology. These options can help your senior clients - and you - deal effectively with their financial affairs
Establishing off-site data storage for your business has two key benefits over the use of cloud-based storage providers: Your sensitive files can't be accessed by a third party, such as a government agency, and a private cloud can be considerably cheaper
Hackers are becoming increasingly pervasive and sophisticated. Here are some steps you can take to minimize your vulnerability to cyberattacks and to keep your sensitive client data safe If the largest bank in the u.s. is vulnerable to cyberattack, how safe is your client data? Last June, hackers stole digital information that affected 76 million […]