Blog Entries in Technology

Blog Entries in Technology

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 »

Trends and Advice for 2015: Sheryl Rowling

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, January 14th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

As clients are becoming more knowledgeable about tax implications of their investments and more sensitive to tax costs, they are beginning to demand a higher level of service in this area. As a result, I’ve witnessed a greater number of advisors seeking to apply tax saving strategies to their portfolio management services..Read More »

Trends in 2015 All Advisors Should Know

By Jud Mackrill, Orion Advisor Services on Thursday, January 8th, 2015

Jud Mackrill, Orion Advisor Services

Portfolio accounting software moved forward in 2014 in putting a larger emphasis on the user experience and design. This portion of the industry has typically been focused on the function of software and not on its form, but as business becomes increasingly aware that good design yields better experience, portfolio accounting software providers have followed suit...Read More »

Best of Blogs: Technology

By Cynthia Stephens, VP of Marketing, ByAllAccounts on Tuesday, December 30th, 2014

Cynthia Stephens, VP of Marketing, ByAllAccounts

Read insightful technology trends and best practices from ByAllAccounts blog contributors..Read More »

How High-Performing Firms View and Use Technology

By Bill McGuire, Principal, W.M.McGuire, LLC on Tuesday, December 16th, 2014

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

As the summer winds down, the fall and winter conference season heats up. The value attending the right conference can be invaluable from an educational, strategic and networking perspective...Read More »

Internet Security for Family Offices: 10 Steps to Protect Online Information

Dennis Mangalindan, VP, Sales & Marketing, Archway Technology Partners, Inc.

More than 552 million identities were exposed in data breaches during 20131. According to Symantec’s Internet Security Threat 2014 report: “Attackers will often use both the personal and professional accounts of the individual targeted, although statistically the victim’s work-related account is more likely to be targeted.”..Read More »

Using technology to change clients who don't want to know anything

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 2nd, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

There are three types of clients: Those who want to know every detail (aka engineers!); those who want to know the basics and those who don't want to know anything...Read More »

Why is a local IT provider perceived as so important?

By Ken Rode, Director of IT, UNAPEN, INC. on Thursday, November 20th, 2014

Ken Rode, Director of IT, UNAPEN, INC.

One of the biggest factors is the belief that if there is a problem that can’t be solved remotely, your IT provider can be there to fix it quickly. However, with the advent of Managed Services, including remote access in recent years, this has become much less critical and providers using the proper tools can actually respond faster remotely than they could if required to be on site...Read More »

CryptoWall Malware Lurking on Major Websites

By David Gemma, Chief Marketing Officer, UNAPEN, Inc. on Wednesday, November 12th, 2014

David Gemma, Chief Marketing Officer, UNAPEN, Inc.

Yet another major case of “malvertising” has been reported. This is nothing new (a famous case occurred on the NY times web site over 5 years ago). This sort of hacker attack works by going after the companies who serve up advertisements to sites such as newspapers, fantasy sport sites, yahoo, msn, match.com, etc. If your browser plugins are not up to date, simply opening a page that is showing one of these infected ads can automatically infect your computer...Read More »

Don’t Just Attend a Technology Conference – Invest in It!

By Susan Glover, President, Susan Glover & Associates, LLC on Wednesday, October 22nd, 2014

Susan Glover, President, Susan Glover & Associates, LLC

With so many conference choices from vendors, custodians, and user groups, you probably have one on your calendar or plan to sign up for one. Whether it’s a technology conference or a conference that showcases technology, you probably look forward to learning about new software and other tools that boast a high ROI...Read More »

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