Advisors go mobile

According to the results of the 2014 Survey of Advisors and Mobile Devices, which was conducted recently by Montreal-based Transcontinental Inc.’s TC Media business solutions group in partnership with Credo Consulting Inc. of Toronto, advisors are using smartphones and tablets for a wide range of business-building activities.

June 20, 2014

Younger advisors build business with mobile devices

The under 45-year-old crowd employ smartphones and tablets more than their older colleagues

  • June 20, 2014 October 21, 2019
  • 10:00

Insurance advisors embrace mobile

Advisors in the brokerage and mutual fund channels have been slower to adopt the new technologies

  • June 19, 2014 October 30, 2019
  • 23:00

Technology: Advisors go mobile

Survey says handheld devices make advisors more effective

  • June 19, 2014 October 21, 2019
  • 23:00