Upgrading technology systems is expensive, but continuing to use outdated tech could present big risks for financial services firms
Advisors who offer a healthy balance of personal and technical support will strengthen their client relationships and overcome the most stressful situations
Generally touted as a boon to society, technology may be changing our behaviour for the worse
The technology giant has introduced new smartphones, a refreshed Surface Pro 4, a new Surface Book hybrid laptop and an updated version of its ubiquitous Office software suite. How will these new products help advisors?
John Adams, chairman of the Investment Funds Institute of Canada, explains that the new regulatory environment, shifting demographics, and new technologies all add up to provide advisors with revolutionary — yet powerful new growth opportunities.
David Scandiffio, president & CEO, CIBC Asset Management, discusses the impact of technology on the future of financial advice, including “Robo-advisor” competition and the need to integrate new communications technologies to attract the younger generation of advisors and clients.
There is a need to adapt to change, but not just for millennial clients, panel discussion recommends
Choosing the right printer involves a balance between cost and performance. You also must consider issues such as the number of people using the printer, the cost of cartridges and other functions, such as scanning
A modern financial advisory practice should incorporate technology in ways that make it more convenient for clients to work with you
Technology woes continue