TITLE

The Paperless Office

AUTHOR(S)
Kayfetz, Loren B.; Kayfetz, Sharon A. C.
PUB. DATE
August 1999
SOURCE
Journal of Financial Planning;Aug1999, Vol. 12 Issue 7, p103
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Provides information on paperless office, an office where documents are scanned and stored. Significance of paperless office to financial planners; Legal and regulatory concerns; Suggestions on staffing and getting started; Analysis on the cost of paperless office.
ACCESSION #
2196275

 

Related Articles

  • Get your practice back on the advice track. Esler, Matthew // Money Management;2/5/2009, Vol. 23 Issue 3, p20 

    The article offers information on the advantage of using the new financial advice software. It states that financial advisers can give statement of advices (SOAs) on average in under half an hour with the new advice software. It avers that with the new breed of highly effective advice software,...

  • BT further enhances electronic processing for planners. Tyson-Chan, Darin // Money Management;2/22/2007, Vol. 21 Issue 6, p8 

    The article reports on the improvement of the functionality of the wrap product of BT Financial Group by allowing the advisers who use Coin planning software to export customer data directly into the BT Wrap platform application. The developments signifies more efficient administration practices...

  • Retirelnvest rolls out DMS system across network. Tyson-Chan, Darin // Money Management;3/8/2007, Vol. 21 Issue 8, p4 

    The article reports on the move of RetireInvest, a financial planning dealer, to implement Dealer Management Systems' Adviser Online application across its authorized representative network in Australia. RetireInvest's financial planner can access via the Internet to an automated system that...

  • Hard questions about software. Lim, Justin // Money Management;6/5/2008, Vol. 22 Issue 20, p18 

    The article focuses on the reliance of financial planners on software and the impact of technology on the financial planning industry of Australia. Technological developments enables advisers to model different strategies quickly. Nick Bruining is concerned on younger advisers who may be...

  • Online Sipp cuts out data re-entry. Stodell, Hannah // Money Marketing;10/1/2009, p5 

    The article reports on the online Sipp which is set up by the former Winterthur AG chief executive Clifton Melvin. The online Sipp is designed to eliminate manual data re-entry and allow a white-labelled service to independent financial advisers (IFAs) and providers. Melvin also mentions a...

  • TO THINK . . . LIKE A CFP. Wagner, Richard B. // Journal of Financial Planning;Jan1990, Vol. 3 Issue 1, p36 

    In this essay, the author argues that for financial planning in general, and Certified Financial Planner recipients in particular, to become accepted and respected as a real profession and as real professionals, CFP practitioners must "think" as professionals. This means developing a...

  • Reader Spotcheck.  // Journal of Financial Planning;Aug2001, Vol. 14 Issue 8, p29 

    Presents chart and graph representations of survey results about financial planning. Reason financial plans fail; Collaboration between financial planners and psychotherapists; Business climate for financial planning practice.

  • The Intelligent Creation of Wealth Seven Actions That Will Change Your Practice. Clark, Bob // Financial Planning;Feb2003, Vol. 33 Issue 2, p76 

    Provides advice for financial planners about their planning strategy. Benefit of conducting a profitability analysis; Advantage of conducting a client survey; Importance of having a succession plan. INSETS: What Financial Advisers Made in 2001;Time With Clients Is Money;Ready or Not:...

  • Why Do Financial Plans Fail? Lee, Shelley A. // Journal of Financial Planning;Jun2001, Vol. 14 Issue 6, p60 

    Presents tips for financial planners on ensuring success in financial planning. Attitude of clients toward illness and old age; Factors to consider in dealing with clients; Importance of feedback from clients; Advantage of applying psychology in developing client relationships.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics