-
By Dan Skiles |
March 26, 2012
Electronic signature technology (e-signature) has been around for a number of years.
-
By Robert Tyndall |
November 23, 2011
NEWS SOURCES ARE ALREADY REPORTING sightings of the Grinch poised to steal Christmas. Subpar sales are signaling a frigid holiday season ahead, and retailers are aggressively courting consumers through deep discounts. But Americans should avoid this snare.
-
By Dan Skiles |
February 1, 2011
The good news regarding document imaging and management is that most advisors are already storing some of their documents electronically.
-
By Dan Skiles |
July 1, 2010
To conduct a legitimate test of your backup system, simply viewing the backed up files on a removable hard drive is not enough. A good...
-
By Adam Moseley, Wade Spencer |
July 1, 2009
At wealth management firm LarsonAllen Financial, technology has been a key budget item during the past four years as the firm has transitioned to a...
-
By Staff Writer |
July 1, 2008
Paperless office tools (imaging and workflow) Pre-filled forms e-Signature capabilities Seamless systems integration Central repository for all client assets and information (bank balances, wills,...
-
By Jane Wollman Rusoff |
June 1, 2008
Well, there is one, or something quite similar. What's more, we all produce it -- right in our own brains. Oxytocin, a feel-good hormone that is...
-
By Marc Butler |
May 1, 2008
I recently attended an important presentation entitled "Document Imaging's Role in Disaster Recovery." It was given by Pam Doyle, director of Fujitsu's imaging products group,...
-
By R. Gina Renee |
September 1, 2006
Many reps well-seasoned in the business and moving full steam ahead into their high-net-worth practices focused on retiring boomers, will well remember the days when...
-
By Melanie Waddell, AdvisorOne |
September 1, 2005
Next month, the Securities and Exchange Commission will begin requiring that advisors have a business continuity or disaster recovery plan in place. Quite a few...
