With so many conference choices from vendors, custodians, and user groups, you probably have one on your calendar or plan to sign up for one. Whether it’s a technology conference or a conference that showcases technology, you probably look forward to learning about new software and other tools that boast a high ROI.

While assessing an advisory firm’s technology needs, I was told to “push the envelope” with Excel’s capabilities so the firm didn’t have to invest in other software. As a consultant, it was not difficult for me to respond. As an employee, I may not have had the opportunity to respond....

While attending a technology seminar, the speaker mentioned “obsolete technology” several times during the presentation. At its conclusion, I asked what the definition of “obsolete technology” is...

When it comes to technology, advisors seem to thrive on the latest trend and buzzwords. In 2013, vendors loved to talk about their products delivering integration and ROI. This year, vendors will be talking about Big Data and Intelligent Information...

Is this your firm? Unhappiness with the legacy software, interest in new technology, excitement during the evaluation, contract ready to sign…. And then time passes without a decision.Fear has set in and you can’t let it go. It seems that someone you know has a bad conversion story and this prevents you from making the decision to convert your legacy system.So why is fear a good thing?