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
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
The technological revolution will have a profound effect on the way advisors run their businesses - from compensation models and compliance to products. The way you handle that change will make or break your practice
Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the massive digital changes that are sweeping through the advisory industry
Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable
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
Occasionally getting up from your computer and switching off your mobile device can help you reconnect with others — and yourself
Apple, Google and Microsoft are fighting over access to your devices and your dollars. Whether you go with all one vendor or mix and match, knowing the state of the industry can help you make the right choice
Files stored on your computers can be lost through hardware failures or software faults. Either way, you have options for an attempt to recover your data. And there are steps you can take to keep your data safe
A single system will replace SEDAR, SEDI, NRD, the cease-trade order database, and the national registration search and discipline list