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
Older advisors not so quick to take up tablets, smartphones
A greater percentage of high net-worth (HNW) financial advisors have embraced smartphones and tablets than have advisors with smaller books, according to the 2012 Digital Experience and Attitudes Survey on advisors and mobile digital devices, conducted by Toronto-based BlueRush Digital Media Corp. in partnership with Investment Executive (IE). “HNW advisors are more likely to be […]
Many insurance advisors say they're "much more effective" if using digital devices