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Advisors and Technology

In this special report, learn about the top tools for a technology-based financial advisory office, how to avoid common technology mistakes made by advisors, protecting your devices from malware and viruses, and much more.

February 11, 2019

Fintech’s slow, deliberate growth

While digital technology lends itself well to financial planning, the financial services industry faces challenges in keeping up with the rapid pace of change

  • February 12, 2019 March 17, 2019
  • 00:13

Ten essential practice technologies

Advisors who embrace technology experience deeper client relationships, greater efficiency and growing businesses. Here's a look at the top tools for a sound, tech-based practice

  • February 12, 2019 May 6, 2019
  • 00:12

Tech Tips: Top tech mistakes

Careful planning will save time, money - and aggravation

  • February 12, 2019 May 6, 2019
  • 00:11

Locking out the bad guys

Viruses and other malicious software can pose a threat to your computer and mobile devices. Protecting your devices can be inexpensive and easy with these antivirus products

  • February 12, 2019 March 17, 2019
  • 00:10

Embracing innovation

A majority of wealth-management companies worldwide rate technology as difficult to master, but banks are committed to developing innovations that help advisors meet clients' needs

  • February 12, 2019 March 17, 2019
  • 00:09

Hazardous to your health?

Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices

  • February 12, 2019 March 17, 2019
  • 00:08