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Advisors and technology

Technology is changing every aspect of the way financial advisors do business. From robo-advisors and blockchain to social media and video-conferencing, innovations can bring advisors and clients closer together. Here are some ways you can embrace the new technology.

May 3, 2018

The insurtech gap

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

  • May 3, 2018 January 5, 2019
  • 15:23

Brave new way of doing business

As financial services firms make significant investments in technology, they're creating new ways for you to serve your clients

  • February 15, 2018 January 10, 2019
  • 00:16

Cryptocurrencies and your clients

When your client asks you about bitcoin - or any other speculative investment - remember to consider that client's long-term goals. There are ways to invest in the technology indirectly

  • February 15, 2018 January 10, 2019
  • 00:15

Social media: Getting it right

As users of Facebook, Twitter and LinkedIn become more discriminating, the onus is on you to curate and create content that is compelling - and not "lazy"

  • February 15, 2018 January 10, 2019
  • 00:14

Avoid technology’s health risks

Staying connected to the office and your clients can boost your efficiency. But when technology enables work to encroach on your personal life, it's time to disconnect

  • February 15, 2018 January 10, 2019
  • 00:13

Technology and the art of advice

Michael Taglieri, an advisor with Assante Capital Management in Burlington, Ont., has a background in art and a penchant for technology. He says both interests enhance his ability to serve his clients

  • February 15, 2018 January 10, 2019
  • 00:12

The winners: Advisors who adapt

Although some advisors view the advent of technology as a threat to their existence, others foresee collaboration between the power of technology and the professional judgment of a human advisor

  • February 15, 2018 January 10, 2019
  • 00:11

Tech Tips: The tech-savvy office

You don't have to be a geek to bring your practice up to technological speed. Just a few upgrades - such as a big-screen TV and a video-conferencing system - can help you improve your efficiency and your client service

  • February 15, 2018 January 10, 2019
  • 00:10