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Keyword: Technology

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Guidance from firms is appreciated by surveyed advisors

hit the target

As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs

digital assets

Clients should take inventory of all online accounts as their first step in creating a digital estate plan

working from home

Some advisors who couldn’t easily work from home expressed frustration

man using mobile phone

The report said technology has outstripped regulation in a rapidly changing financial services industry

  • By: Ian Bickis
  • August 5, 2021 August 5, 2021
  • 11:27
client meeting

InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours

  • By: IE Staff
  • July 28, 2021 July 28, 2021
  • 11:07
advisor-client meeting

Why segmenting product shelves into peer groups can help meet regulatory challenges

businessman analyzing investment charts with laptop

Power Corp. affiliate Portage Ventures is among the startup's investors

  • By: IE Staff
  • July 21, 2021 July 21, 2021
  • 10:46
man using laptop

Firms consider their post-pandemic plans

a woman looking at her computer

The rules are designed to set clear expectations for planners who use technology in their practices

  • By: IE Staff
  • July 13, 2021 July 13, 2021
  • 12:23