In this special feature: the future of the advisory business; compliance and technology; leveraging social media; tech’s dark side; and much more.
February 14, 2017
In this special feature: the future of the advisory business; compliance and technology; leveraging social media; tech’s dark side; and much more.
February 14, 2017Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the massive digital changes that are sweeping through the advisory industry
Protecting your sensitive digital records has never been more challenging, as cybercriminals become ever more resourceful and ruthless. Regulators, firms and financial advisors are ramping up their responses to the growing cyber threat
Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable
As technology redefines the way you communicate with your clients and prospects, don't forget about the traditional methods of contact that still resonate on an emotional level
Advisors will continue to have an important role in an increasingly technology-dependent world. The job will be to engage clients in determining the best courses of action to meet their goals
Dan Egan, of U.S. robo-advisor Betterment, discusses the future of investing
You can reduce the chances of your clients being hurt by identity theft by educating them on how to take preventative measure
Several of the big banks are leaping headlong into the new computing frontier that is artificial intelligence, looking for customer preferences, streamlined operations and lower cost. The shift should enhance, not threaten, the role of advisors
These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking
As robo-advisors become more popular, a new model - in which human advisors interact with clients while the digital platform manages asset allocation - is emerging in the U.S. and Canada
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
We dive into the intricacies of ETFs and investigate how the market is responding to recent trends.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
