Most consumer respondents (78%) feared their personal data could be stolen from financial institutions
“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson
Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs
Clients should take inventory of all online accounts as their first step in creating a digital estate plan
Some advisors who couldn’t easily work from home expressed frustration
The report said technology has outstripped regulation in a rapidly changing financial services industry
InvestorEQ uses psychometric modules to give advisors insight on clients’ investing behaviours
Why segmenting product shelves into peer groups can help meet regulatory challenges
Power Corp. affiliate Portage Ventures is among the startup's investors