Technology continues to transform our profession, allowing advisors to maximize efficiency and increase their value to clients. While implementing the latest software suite or product may ...

Client success should be an integrated mindset that shapes how integrators design, deliver and maintain technology solutions.

When it comes to advisor technology, there are always new tools to add to your practice and help you run your business more efficiently. Some of these platforms or software may be client-facing ...

Technology is transforming virtually all industries, and financial advisors must keep pace to stay relevant, deliver value and grow their businesses.

The technology, Meghill stressed, doesn't make lawyers better lawyers but it can help them provide better legal services to ever-demanding clients.

Commentary Smart Ways to Enhance Client Relationships Via Technology Like other businesses, relationships are at the core of the legal profession. Clients expect attorneys to be able to draft ...

The zero client promise is definitely attractive, but the technology has yet to mature in order to deliver that promise. We will no doubt reach that utopia soon, but until then--buyer beware!

There are two end-user computing devices I hold in the highest disregard: all-in-one PC desktops and thin clients. While they both apparently have their place in the information technology ...

On one hand, it allows advisors to improve their efficiency and scale their businesses, so they can serve more clients in less time. But relying too heavily on technology can also create a barrier ...