Heavy Technology Use by Advisers Shows Positive Results
by Rebecca King
FPA conducted a survey in late 2011 to identify the relationship between financial adviser technology use and satisfaction with various objectives. Overall, the survey shows that the more advisers embrace technology and feel technology has positively benefited their business and life, the more satisfied they are in a number of categories and the more likely they are to be on track to achieve personal and professional goals.
Technology User Profiles
After viewing Table 3: The Effect of Technology Use in the article, "Heavy Technology Use by Advisers Shows Positive Results," benchmark yourself and your practice against your peers using the demographic information in the Technology User Profiles.
6 Steps for Transitioning to the Cloud
by David C. "Dusty" Huxford Jr.
A recent FPA survey of financial advisers' technology use1 found that 28 percent of advisers have most or all of their software in the cloud. Another 34 percent have their software installed locally, but are moving in the direction of cloud computing, and 30 percent have most or all of their software local and plan to keep it that way. If you're in the group planning to move to the cloud, the six steps offered here will help guide you through the process.
What Can Web Portals Do for Me?
by Carly Schulaka
Best practices from advisers successfully using client-facing web portals.