Digital tools are lifesavers - except when they're not. Learn how to avoid injury when using your favourite devices
Advisors and dealers are looking for strategies to remain compliant while managing costs and improving client satisfaction
Several options exist to make computers more accessible for your retired clients, including easy-to-read keyboards and computers designed for the elderly
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
George Hartman talks about the ways new technology will change financial advisors' business model profoundly