Investment Executive - Harnessing technology: A matter of survival


(8-Mar-10) In today’s financial services industry, technology isn’t just an accessory; it’s a bare necessity. Technology is essential in gathering information and providing advice to your clients. And demonstrating a grasp of technology can demonstrate to your clients that you’re able to keep abreast of the changes that drive our industry.

The challenge for many financial advisors lies in determining what technology they should be using, and in understanding how to use it. Assuming you have the basics — a desktop computer that’s wired to the Internet — a few pointers on choosing and using the tools that best suit your practice can help you provide better service to your clients.

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