George Hartman explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success
In part one of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Company president and CEO Damon Murchison says Trump's trade war is an opportunity for Canada
Wellington-Altus, Raymond James and Manulife announce executive appointments
The industry organization is pushing federal parties to tweak retirement savings rules to reflect current 'economic realities'
Canada's counter-tariffs will stoke inflation, slow growth: Desjardins
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