Things have obviously changed dramatically in the past four years.
Back in 2007, we didn't even ask respondents about their smartphone usage because the industry was essentially devoid of such gadgets (most BlackBerry phones of that era did not qualify as "smart," in our opinion). No surprise, the advisor lacking a smartphone is the rare exception today.
Whether you're a sophisticated early adopter or a newbie to all the new technology available to you or your firm, these stories should bring you up to speed about everything any financial advisor or firm needs to know about information technology to improve productivity and increase assets under management:
For more details and insight, please review the full version of Financial Planning’s 2011 Technology Survey.