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

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

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

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

Technology can help older clients manage both long-term assets and daily finances

Based on the Oracle Insurance Policy Administration system, the new platform allows for automatic transmission of information and improved responsiveness

New technology will change advisors’ business model

George Hartman talks about the ways new technology will change financial advisors' business model profoundly

How new technology will change referrals, prospecting and conversion

George Hartman explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients

Advisors must embrace changing technology

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

Canada’s financial services sector “moving fast” on AI

New technology such as AI is likely to be a positive for advisors and their firms because of the potential to make the business more efficient