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.

Are Cloud Security Worries a Thing of the Past?

Has the world been rid of its cloud computing security concerns?

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.