Technology

Push your hardware’s lifespan, for free

It used to be we needed to upgrade our office computers every three to five years. It was a major undertaking every time. Now, you can upgrade your hardware in 20 minutes at no cost. How? Take your old hardware and load one of these options on it. 1. Ubuntu, Mint or a similar Linux […]

By Kevin Cork |November 4, 2016

3 min read

Planning and Advice

Rethink risk tolerance questionnaires

Automated tools can be useful

By Katie Keir |November 4, 2016

5 min read

Planning and Advice

Millennials likelier to support smaller, tech-savvy charities

But smaller, local charities rate poorly in their use of technology

By Staff |October 12, 2016

1 min read

Planning and Advice

Tap new client pools to make your mark

A young advisor Brandon explains how caters to a niche audience

By Katie Keir |October 7, 2016

3 min read

Let clients book their own meetings

Think about how much time you and your staff have spent booking client meetings. And think about how helpful would it be if you could clump all the phone calls you receive from clients into specific time slots of the day, and know in advance what they’re calling about. Well, there are services that will […]

By Kevin Cork |May 6, 2016

3 min read

Technology

Push your hardware’s lifespan, for free

Rethink risk tolerance questionnaires

Millennials likelier to support smaller, tech-savvy charities

Tap new client pools to make your mark

Half of investors will switch advisors if their expectations aren’t met

Are smaller investors getting the boot?

How Pokémon Go helped Nintendo’s stock price

What your peers forecast for the advice industry

Finding the right buyer for your book

Let clients book their own meetings