Alerts deliver important reminders to help clients stay on top of their finances
iPad app features built-in client account access
Mobile digital devices have become essential tools for advisors
Older advisors not so quick to take up tablets, smartphones
A greater percentage of high net-worth (HNW) financial advisors have embraced smartphones and tablets than have advisors with smaller books, according to the 2012 Digital Experience and Attitudes Survey on advisors and mobile digital devices, conducted by Toronto-based BlueRush Digital Media Corp. in partnership with Investment Executive (IE). “HNW advisors are more likely to be […]
Many insurance advisors say they're "much more effective" if using digital devices
Widespread use is still a few years away, analysts say
CBA guidelines will serve as a blueprint for how mobile payment capabilities can be offered in the Canadian market
Independent research indicates Canadians are getting gouged by the big wireless companies. And when it comes to roaming, we're paying almost three times the OECD average. But there are ways to keep costs down when you travel
SimpleQuote lets advisors respond to clients in real time with illustrations and quotes