Technology

The Tech Revolution

In this special feature: the future of the advisory business; compliance and technology; leveraging social media; tech's dark side; and much more.

In this Special Feature

  • Joining the revolution

    Advisors 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

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  • Fortress data: cybersecurity update

    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

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  • Using tech to conquer compliance

    Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable

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  • The power of the personal touch

    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

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  • Client relationships of the future

    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

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  • Sizing up a sea change

    Dan Egan, of U.S. robo-advisor Betterment, discusses the future of investing

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  • Help clients avoid identity theft

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  • AI and the future of advice

    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

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  • Advisors and apps: what works

    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

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  • A new creature: the “hybrid” advisor

    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

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  • Helping seniors go digital

    Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are some ways to help them get comfortable - and stay safe -in a digital world

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