What's the best way advisors can keep up with an ever-changing technology landscape?
What’s the best way to keep up with what’s available?
How should RIAs decide whether a solution will be the right fit?
What questions should advisors be asking about security?
When Superstorm Sandy hit, there was a tremendous impact on a lot of firms. What were the firms’ backup plans? Where did they have an immediate failover?
How should advisors approach technology training?
The firm needs to be committed to ongoing training, adoption of the technology, and ensuring that all associates in the firm are staying up to date. It also requires that technology firms are continually letting you know as new updates happen. There are different ways: whether it's self directed training or a FAQ or whether it's onsite training or something.
What does ongoing mean? Once, twice a year, every other year?
Does this make a difference for attracting younger talent?
Think about the kind of talent you want to bring in and how can you help them do the things you’re hiring them to do. This is one of the things that these young folks coming into the industry are looking at.