Instant access to group insurance plan
Firms now will have to tackle access from mobile devices
Your computer, your cellphone and even your web browser can be harnessed to help you to keep on top of your to-do list. The tool you choose will depend on your needs and the devices you use
Alan Middleton, the executive director of the Schulich Executive Education Centre at York University in Toronto, explains how the best new devices can help advisors maximize their time and communicate with their clients. Middleton spoke with Investment Executive reporter Brent Jolly at the TMX Broadcast Centre in Toronto.
New platform lets Canadians buy insurance through their smartphones or tablets
Scotiabank is category winner in customer support”
Be Fraud Aware mobile app helps spot and report fruad
Alerts deliver important reminders to help clients stay on top of their finances
iPad app features built-in client account access
Mobile digital devices have become essential tools for advisors