Infographic For Financial Services
Some great stats courtesy of Joel Bruckenstein's 2011 Tech Survey and Report
Q&A With Bill Winterberg on Technology for Financial Advisors
This week I had a good discussion about technology for financial advisors with Bill Winterberg, one of the most technology forward minds in the Financial services market. Before joining the finance world, Bill was a software engineer for Hewlett Packard and this background in technology has allowed him to become a thought leader in the industry. Bill currently writes technology columns for Morningstar Advisor, Advisors4Advisors.com as well as on his own blog called FP Pad. You can also find him doing his thing on Twitter from @BillWinterberg.
Are Cloud Security Worries a Thing of the Past?
Has the world been rid of its cloud computing security concerns? Probably not...but that day is getting closer. According to a few recent studies in a few technology conservative industries, people and businesses are becoming much more comfortable with storing and managing their data in the cloud. Even the most technology risk-averse markets such as health care, finance and government are rapidly adopting, and even advocating, disruptive cloud technologies at an ever increasing rate.
Turn Your PC Into A Global Network: Part II for Financial Services
Part I: SaaS for Lawyers; Part II: SaaS for Financial Advisors; Part III: SaaS for Accountants With SaaS technology, the PC can be made to serve as a global network. Today, in part 2 of a 3 part series, we will discuss how financial advisors and broker dealers can reduce hardware costs, decrease their carbon footprint, increase mobility and enable collaboration with clients while providing SEC and FINRA compliance through cloud computing and SaaS.