Two new studies from J.D. Power reveal that usage and satisfaction with mobile banking is growing significantly among consumers
Canadian banks on the whole are succeeding in encouraging mobile transactions and payments
Advisor’s Virtual Assistant allows advisors to manage their days and tasks as well as review clients’ portfolios on the go
The collected funds are invested in a portfolio of exchange-traded funds
The FCA has reached a settlement with Christopher Niehaus for sharing information about a client to impress his friends
New apps enable your devices to work with business and household tech systems to perform a multitude of otherwise time-wasting functions, from tracking your mileage and your work hours to turning off the basement lights
From yoga to diet to a good night’s sleep, these handy tools promote healthy living
The app allows clients to access their policies, make a claim, get a quote and find an advisor
These applications, most of them free of charge, can make your business life easier by organizing and simplifying functions such as email, podcasts and note-taking
Clients can contact an advisor by tapping the “call” button or schedule a call-back from an advisor