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.

February 14, 2017

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

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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Sizing up a sea change

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

  • February 15, 2017 December 18, 2017
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Help clients avoid identity theft

Having your identity stolen can be a painful and time-consuming experience. Just ask Yvonne Jodhan, marketing and communications consultant with Alternative Asset Research Inc. in Toronto, and a victim of identity theft herself. Resolving the complicated issues relating to Jodhan’s stolen identity took almost three years, she says. Identity theft, the deceptive use of the […]

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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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

  • February 15, 2017 December 18, 2017
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