Advisors who prosper in the future are likely to be those who embrace technology as crucial to their practice rather than trying to avoid the massive digital changes that are sweeping through the advisory industry
Whether the task is reports to investors, meeting client identity requirements or fulfulling obligations to seniors, technology can make compliance more manageable
Although some older clients may be early adopters of new technology, many seniors struggle to grasp the new devices and modes of communication. Here are some ways to help them get comfortable - and stay safe -in a digital world
Occasionally getting up from your computer and switching off your mobile device can help you reconnect with others — and yourself
Apple, Google and Microsoft are fighting over access to your devices and your dollars. Whether you go with all one vendor or mix and match, knowing the state of the industry can help you make the right choice
Files stored on your computers can be lost through hardware failures or software faults. Either way, you have options for an attempt to recover your data. And there are steps you can take to keep your data safe
A single system will replace SEDAR, SEDI, NRD, the cease-trade order database, and the national registration search and discipline list
Technology comes in all shapes and sizes, but will increasingly be dispensed as a service delivered online
Upgrading technology systems is expensive, but continuing to use outdated tech could present big risks for financial services firms
Advisors who offer a healthy balance of personal and technical support will strengthen their client relationships and overcome the most stressful situations