Investment Executive Weekly newsletter

Week of February 20, 2019
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Special Reports
Advisors and Technology
How advisors and the financial services industry are embracing technology

Building Your Business
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

Building Your Business
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

Building Your Business
Top tech mistakes that advisors make
Careful planning will save time, money - and aggravation

Building Your Business
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

Building Your Business
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

Building Your Business
Hazardous to your health?
Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices


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