Advisors with the Vancouver-based firm will be able to meet anywhere with their clients and fill out important documents via a tablet or laptop
New website gives clients immediate answers to their questions
Insurance giant will launch Vitality, a program that gives clients who wear fitness-tracking devices discounts on their life insurance
Employees of financial services firms often use insecure mobile applications in the workplace, a new U.S. study found
App available to CFP, Pl. Fin. professionals
Hearsay Messages will allow advisors to access work and private phone numbers on one device
New features based on advisor feedback
But Canadian advisors hoping for similar functionality are out of luck for the time being
The bank is first of Canada’s five biggest banks to join with major wireless carriers
The British regulator is seeking input on rules and policies that may be stifling the provision of financial services through digital and mobile