Gutenberg invented the printing press. Bell patented the telephone. Jobs introduced the iPhone. Today, the average person can read a newspaper, make a phone call, and text a friend instantly because of these inventions. Every technological innovation is the result of a search for efficiency, accuracy, and necessity. As an advisor, your clients use numerous…
You may know every state capital, or all the words to “Bohemian Rhapsody,” but do you know everything about eMoney? We offer more than just easy-to-use financial planning software, an intuitive client portal, and seamless tech integration. We also embrace the rise of the FlexGenSM Advisor and are determined to help everyone talk about money….
Don’t let flimsy security policies cost you. Here are six important questions to ask your tech vendors to make sure the technology used by both you and your clients meets the highest standards.
Today, firms that want to achieve a competitive edge must foster a culture built on analytics. Research from Erik Brynjolfsson et al. at the MIT Sloan School of Management found that data-driven organizations have five to six percent higher output and productivity than their less data-driven counterparts. Creating an analytics-based culture can be a big undertaking. But…
Three financial advisors’ websites that feature good design elements that prominently showcase the services they provide.
Smart devices are everywhere. Chances are, you’re reading this article from one right now. This technology makes our lives easier, more convenient, more efficient, and in truth — more enjoyable. They make you feel like you’re living in the future. That’s because smart devices offer you a variety of futuristic applications.
While it’s nice to set aside time to ramp up financial literacy efforts, this is an ongoing issue in our country which spans the gamut of ages from adults nearing or in retirement all the way down to our children. Beyond focusing on a month of events and articles, here are some thoughts on what we can do to improve financial literacy all year-round.
What role will technology will play in the future? We can only speculate. But by looking into the past, we may start to envision how technology will shape our business relationships in the future.