Phil Goldstein is a former web editor of the CDW family of tech magazines and a veteran technology journalist. He lives in Washington, D.C., with his wife and their animals: a dog named Brenna, and ...

Between finding new clients, completing paperwork, and maintaining compliance, advisors often spend more time on back-end tasks than actually interacting with their clients. In fact, surveys have ...

There are many reasons for businesses to manage electronic files and digitize their documents. Creating a structure to organize and share information is one benefit; as is reducing paper, creating ...

Split your metadata from your files, and suddenly your sluggish document system becomes fast, scalable and surprisingly cheap to run. When I was tasked with modernizing our enterprise document ...

Maintaining paper documents and files is an expensive proposition for an organization. Documents must be inserted into file folders and placed in an expensive filing cabinet, and office real estate ...