A Brighter Outlook: Tips for E-Mail and Calendar Management

Posted by Mike Bistis

February 22, 2017 at 1:30 PM

As a senior technology consultant at Commonwealth, I belong to more than 30 e-mail distribution groups. If I add up all the notifications, team correspondence, company correspondence, and direct correspondence I receive, I’m sorting up to 200 e-mails a day! Does this e-mail overload sound familiar?

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Topics: Technology

The Role of Integrated Technology in Financial Services

Posted by Darren Tedesco

February 21, 2017 at 10:00 AM

Integration has long been considered the holy grail on a financial advisor’s desktop—and for good reason. Integrated technology can improve efficiency (read: scalability) and help you maintain a high level of service for your clients. Still, there are two interesting truths to keep in mind when thinking about the role of integrated technology in financial services: integration means different things to different people, and integration is never complete.

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Topics: Technology

6 Ways Pokémon GO Is Changing How We Do Business

Posted by Darren Tedesco

August 4, 2016 at 2:19 PM

If you haven’t heard of Pokémon GO, I can only imagine that you’ve been vacationing on a remote island or in the middle of Siberia. Since its release in early July, the game, a modern-day iteration of the original Pokémon trading card game, has seen unprecedented success. The uber-popular app has already been downloaded tens of millions of times, and Nintendo’s stock is up more than 60 percent in the past month (although Nintendo recently said that its exposure to profits would be limited). Never has a mobile app game been so hyped—and for good reason, I think.

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Topics: Technology

Sitting in Front of a Computer All Day? Go Easy on the Eyes!

Posted by Mike Bistis

July 27, 2016 at 1:30 PM

Do you ever think about how many hours you spend each day in front of screens? Laptops, desktops, smartphones, tablets, and (of course) televisions utterly dominate our attention spans—and our eyes. Think about it: You wake up, check your phone or computer for e-mail and news, drive to the office where you’ll likely put in another eight hours in front of a screen, and then go home to unwind with some television while your smartphone sits in your lap.

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Topics: Technology

Trends in Mobile Technology for Financial Advisors

Posted by Mike Bistis

March 22, 2016 at 10:00 AM

With the influx of high-speed mobile networks and the near-infinite number of Wi-Fi hot spots, we’re witnessing rapid evolution in the financial services industry. Gone are the days of being chained to your office, filing cabinets, desk phones, and desktop computers. Between the ubiquity of smartphones and the rising popularity of tablets, the modern advisor is available anytime, anywhere, and through any device.

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Topics: Technology

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