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Keyword: Technology

133 results found
investing with a smart phone

KPMG sees slowdown for VC investment in 2023

Extreme closeup of an annual report -- based on the "portfolio facts," the fund is a 100% stock mutual fund

Asset managers launched low-vol, covered call and low-fee index funds to start the year

client meeting

Position yourself to effectively address clients’ evolving needs and expectations

  • By: David Reeve
  • January 23, 2023 January 23, 2023
  • 15:00
investing in technology

My Financial Benchmark and Financial Calculators will be in one hub

Online mortgage application form on a digital tablet

The investment will allow IG advisors to integrate mortgages with financial plans

  • By: IE Staff
  • December 13, 2022 December 13, 2022
  • 12:38

This emerging model requires investment in integrated tech

  • By: David Reeve
  • November 28, 2022 November 28, 2022
  • 15:00
office technology investment

Advisors face a host of challenges integrating new tech

advisor client technology

Realizing technology’s full potential for the profession requires a thoughtful, proactive approach

Marbles sliding on a wood array

Advisors say they are not consulted when their firms foist new software systems on them. Here's how some firms get it right

online investing

Digitization can provide product advice, but clients still want to talk to humans