Technology Planning Articles
- Maximize Your Technology Spending in 2012 (Journal of Financial Planning)
by Bill Winterberg, CFP®
Nationally known expert Bill Winterberg suggests high-impact ways you can invest in technology for your business, whatever your budget.
- Evaluating Online Document Storage (Journal of Financial Planning)
by Bill Winterberg, CFP®
Here are some online options that make it possible to store and synchronize important files—and help you access them from any location with an Internet connection.
- 2008 FPA Practitioner Technology Report (FPA Research Report)
To effectively and efficiently serve clients in today's competitive industry, financial planners increasingly rely on information technology.
- Infomatics: Proposing a New Information Technology Discipline for Financial Planning (Journal of Financial Planning)
By C. Augusto Casas, Ph.D., CFP®
To effectively and efficiently serve clients in today's competitive industry, financial planners increasingly rely on information technology.
- Growing Profits with Technology
By Tim Welsh, CFP®
Processing and retrieving paper documents are often an overlooked business cost. Moving to a digital process can save space, boost back-office efficiencies, and also ease compliance issues.
