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
Company partners with Doxim to produce clearer, more engaging client reporting
MaRS Discovery District, an innovation hub in downtown Toronto, is bringing together several early-stage financial technology firms in a “FinTech Cluster” designed to promote startups developing next-generation technologies. And several of these technologies have direct implications for the financial advisory community. MaRS is an independent, not-for-profit entity that provides space and support for startups in […]
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology. These options can help your senior clients - and you - deal effectively with their financial affairs