2013 is half over. How much have you accomplished towards your technology goals?
And just like that, the first half of 2013 is over.
Remember the technology objectives you had when you entered the year? How have you fared on increasing efficiency and enhancing the service you deliver to clients?
If you’re not as far along as you had hoped, you still have 26 weeks to move ahead!
Here are this week’s stories of interest:
What I Learned from Getting Robbed: Part 2 from Advisortechbuzz.com
[This is the second update from Justin Unton from Commonwealth about the theft of his laptop and mobile devices. As an Apple user, he has several preexisting options for device recovery including updating his Apple ID with stolen device information and attempting to locate devices with the Find My iPhone app. Prey is also a clever app to install on your laptop which will try to contact the owner and send webcam photos of whoever is trying to access the laptop.] As I mentioned in the previous post, after getting robbed I was thankful I’d taken steps to protect the information stored on my electronic devices. Today, I’ll discuss a few specific security measures that served me well (and one that I wish I’d had in place).
RIA technology updates from Schwab Advisor Services’ Tech Talk series from FPPad
[Yes, I’m shamelessly promoting my own coverage of technology updates from Schwab Advisor Services. But let’s face it; you could read the PR-heavy press release, or read my review of the technology updates that matter to your business.] In a move to be more visible and transparent, Schwab Advisor Services launched a periodic series of conference calls called Tech Talk, featuring the latest updates on Schwab’s technology and related services for independent investment advisors.
Erado Announces Addition of Google Plus to Social Media Capturing Suite from Erado.com
[Erado continues to grow under the radar of most advisers, and that’s partly due to their success in cultivating new broker-dealer relationships. Now Erado becomes more attractive after recently adding Google Plus archiving (or Google+ which isn’t so press-release friendly) to their compliance suite.] Erado, the nation’s leading compliance and archiving firm in electronic communication, officially announces the newest addition to their Social Media Capturing suite, Google Plus.
Convenience or security: You can’t have both when it comes to Wi-Fi from TechRepublic.com
[Frequent Bits & Bytes readers might be tired of hearing about the risks of using public WiFi networks. For a refresher specific to you as a financial adviser, go read Why advisers can’t trust their clients anymore and How to secure mobile devices against “WiFi honeypots” here at FPPad. In this TechRepublic.com article, author Michael Kassner interviews an information security professional about how the risks of using public WiFi and what tools and programs to have in place to protect against hacking. But again, everything in the TechRepublic article has been covered for you in the two posts I provided as a refresher.] Open Wi-Fi networks can be a godsend when you need them. Michael P. Kassner interviews a network-security expert who explains why bad guys like them even more.
