Technology … How Much Time Should You Really Spend Thinking About It?
I recently attended a conference where at least half of the speakers or vendors were talking about or selling some sort of technology meant to enhance the client experience. It seems that there i... Read more
Delivering a Better Wealth Experience — Insights from our Investor Survey
Have you looked at our logo lately? If not, take a closer look… That tag line is more than a sentence — it drives everything we do, from operations to investment strategies to the c... Read more
Delivering a Better Digital Wealth Experience
It was 1984 when I got my first ATM card. A couple years later I started using billpay with my Prodigy account. By 1990 I was trading online with Schwab’s software on my Mac SE. By the early 90s... Read more
3 Ways to Use Technology to Help Your Aging Clients
I was recently presenting at a retirement education event, where the age range of the audience and speakers was between 40 and 85 years old, when we started to experience technical difficulties.... Read more
Technology and your Clients — Building Your Office of the Future
Back in 1987, I had to take a computer programming class in college. A big part of the curriculum was coding in Pascal on our school’s mainframe in the “lab.” Needless to say, going to school in... Read more
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