A massive wave of technological change is redefining the way financial advisors do business. George Hartman, CEO of Market Logics Inc., tells you what you need to know to excel in this rapidly changing environment. Image copyright: doppelganger4/123RF.
October 24, 2017George Hartman talks about the ways new technology will change financial advisors' business model profoundly
George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients
George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success
The 2025 ETF Guide provides a snapshot of how these products are evolving, from industry-wide trends to regulatory changes, along with some of this year’s…
Everything financial advisors need to know about this year’s federal budget
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Disability insurance, annuities and much more