Clients can contact an advisor by tapping the “call” button or schedule a call-back from an advisor
Morningstar for Advisors App is a free companion to Morningstar Advisor Workstation that’s now available
These apps can guide you toward inner peace
Digitize and organize your paper trail
Your smartphone or tablet can pack handy tools to help you navigate your next business trip
Being on the road is a trait of insurance advisors, so they need the right technology and help for using it when not in the office
The Garmin “vívofit 3” wearable activity device that will track Vitality members’ physical activities, which can include running, biking and swimming
Smartphones, tablets and other mobile devices’ capabilities have exploded in recent years, but security vulnerabilities are attracting unwanted attention from hackers
The two banks came out ahead of BMO, RBC and TD Canada Trust in Forrester Research’s annual report for different reasons
Support for mobile technology is becoming more important for financial advisors, and firms are doing a better job of delivering the help advisors need to be productive when away from the office