Blog Entries in Technology

Blog Entries in Technology

Five Reasons Your Company Should Develop a Cyber Security Strategy Now

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

From a billion-dollar bank heist to massive leaks of private information, the headlines are littered with reasons why cybersecurity strategies are more important than ever...Read More »

When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, May 20th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

When considering a new technology purchase, advisers tend to look at costs rather than benefits. In other words, technology dollars are considered an expense rather than an investment...Read More »

Wearable Tech Goes Mainstream

Mike Barad, Head of Product Services & Components, Morningstar

Wearable technology is the blending of advanced electronics, sensors, and computing power into clothing or accessories that can be worn on the body..Read More »

Bob Veres Take on Robos at the FPANJ

By Bill McGuire, Principal, W.M.McGuire, LLC on Monday, May 11th, 2015

Bill McGuire, Principal, W.M.McGuire, LLC

As the FPANJ keynote presenter, Bob Veres, publisher of Inside Information, provides his insight on the Robo Advisor challenge and opportunity...Read More »

Danger, Will Robinson! Where Robo-Advisors Are at a Disadvantage

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Whenever I hear the term robot, I always imagine the mechanical member of the crew from the old television series Lost In Space..Read More »

Robo-Advisors: Pros, Cons, and How Human Advisors Can Adapt

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Robo-advisors are complex computer systems that can review analytics and make financial recommendations based on current trends and on the personal preferences of an investor. Investment companies such as Vanguard have already spent millions on the development of this automated investment solution, and it’s likely that as millennials get older and become more active investors, the service will increase in popularity...Read More »

Benefit Your Firm and Your Clients

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, February 25th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

How many advisors are missing out on easily added new AUM with an opportunity to provide better service to clients? Managing outside accounts, like 401(k)s, can do both!..Read More »

Disaster Recovery: Compliance with SEC Guidelines

Carlos Coutin, Financial Services Technology Strategist, Envision Consulting

Nothing is as potentially disastrous as having no plan to shield your business from an unexpected emergency. A plan to safeguard business data is critical, and readily available through backup, storage and some advance planning for quick recovery after a calamity, whether natural or manmade. The blood, sweat and tears that go into establishing a business could be in vain if that business lacks a plan for disaster recovery...Read More »

Windows 10 – The Desktop is Back!

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Tuesday, January 27th, 2015

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

In April 2015, Microsoft is expected to provide an official release date; the current expectation is sometime late in 2015...Read More »

Trends and Advice for 2015: Sue Glover

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, January 21st, 2015

Susan Glover, President, Susan Glover & Associates, LLC

Fear of cloud technology is easing as advisors, technology tools that provide added-value to clients are gaining traction, and increasing number of technology choices available to advisors some of the trends that Sue Glover sees for 2015...Read More »

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