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
Establishing off-site data storage for your business has two key benefits over the use of cloud-based storage providers: Your sensitive files can't be accessed by a third party, such as a government agency, and a private cloud can be considerably cheaper
The financial industry, academics, and tech start-ups to become partners in innovation
Rules aim to reduce the occurrence of technology issues and improve the U.S. securities industry’s resilience
Technology vendors want you to use a single supplier for all your devices and systems. Sticking to one brand may seem limiting, but the functionality can be hard to resist
If you use the Internet for complex functions such as video conferencing, you may need to bump up the bandwidth and speed of your connection. Here are some of the questions to ask your ISP
Clients are looking for digital capabilities including access of portfolio information, research data and searching for products and services
Most advisors say their firm's tech tools are outdated or obsolete and not user-friendly. Still, there are firms that are making efforts to tie together their front-office technology and their back office, and this is getting some praise