Speech-recognition software can save advisors time, money — and serve clients better, proponents say
PFSL Investments’ planners remain impressed with their firm’s efforts, something that can’t be said by all advisors
The Schiavo case highlights the need to put medical care directives into writing in the event that you can’t act for yourself
Bank-owned dealers upgrading and heading into next technology cycle
The more assets a client has, the more likely it is he or she will have more than one advisor. Here’s how to manage the situation
How high-tech and low-tech tools can make you a better advisor and help keep you a step ahead of your clients
Some progress in technology, but many brokers complain it's too slow