Here are some lasting resolutions to help you make better use of technology and clear more time for yourself in the new year
The good new is you no longer have to lug around a heavy, overpowered computer; the not so good news is that choosing a new, lightweight portable device can be daunting. This advice will help you choose one that suits your needs
A financial advisor who struggled in delivering a presentation to attendees asks what went wrong. He finds out about some of the common problems advisors make when using PowerPoint to deliver their messages
Financial planning is one area where dealers should innovate to set themselves apart as industry growth slows
Buy the hardware and software you will need in the long run
Benefits include speedier access to books at lower cost and a growing set of features
Delay buying new computer equipment for as long as possible; recycle the old components or, better, donate them
Tax Forms Plus offers firms an efficient process for delivery client tax info to agencies in Canada, U.S.
Greater focus on the development of systemic risk strategies
The iPad’s attraction is that it bridges the gap between a smartphone and a conventional laptop