Equisoft combining online tools for advisors
My Financial Benchmark and Financial Calculators will be in one hub
My Financial Benchmark and Financial Calculators will be in one hub
Fewer than one-third of advisors surveyed had a defined marketing strategy
A welcome industry development gets a critical assessment
Advisors face a host of challenges integrating new tech
There's higher demand for advisor coaching and consulting that can't be ignored
Digitization can provide product advice, but clients still want to talk to humans
The long-awaited change has implications for investors
Many investors with advisors are trading crypto via platforms such as Coinbase and Binance
Automated advice optimizes debt management, FCA finds — if consumers let it
More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies
A report from Greenwich says technology makes investing more accessible but no less complex
IOSCO sets guidance on overseeing AI use for investment firms, asset managers
Technology presents opportunities as well as challenges for firms, FINRA said
Canadian regulators are also trying to come to grips with regulating crypto trading firms
One in four clients reported having at least one problem with their firms over the past 12 months
Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says
From government benefits to 401(k)s, our experts covered the big topics
A report outlines the technology changing financial services
The partnership will help the firms track advisors' interactions with clients
Advisors look to team high tech with human touch
The tool also allows advisors to gather e-signatures from clients
Virtual meetings aren’t likely to stop when the crisis ends
Self-directed firms will need to resolve website problems quickly if they want to keep new clients
Webinars replace seminars as advisors look to demonstrate value
Tips for video-conferencing with clients