Preparing for Paperless Getting started with an imaging initiative starts with strategy and compliance, followed by a review of planned procedures supported by the technology (both hardware and software) you will need.Strategy Leads to Good Policy and ProceduresThere are several approaches to imaging initiatives. Some common themes are: Scanning and storing client paperwork – from [...]
The Paperless Office – Getting Started
Preparing for Paperless Getting started with an imaging initiative starts with strategy and compliance,… [more]
Front Office Integration
For the independent financial services organization, regardless of size, selecting the right front office… [more]
What Lessons Can Successful Advisors Teach Us? via @RIAbiz
Elizabeth MacBride covered three of the top investment advisors in the world, including Barron's number… [more]
Advisor Websites Survey: How Advisors Use Web Sites
Marketing chief Loic JeanJean, Advisor Websites, has completed another survey of financial advisors in… [more]
Inventory more than just passwords with @1Password on Mac
My original goals in pursuing a password manager were simple - first to keep track of the litany of sites… [more]
