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How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

climbing on an artificial training wall

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 October 9, 2018
  • 16:16
man hand with pen and business report. Accounting

How to holistically stress test client portfolios

Go beyond the numbers

Target and arrows

How being an advisor affects personal financial goals

It can make goal-setting easier

Businessman crossroads concept choosing the right path as a man on a track and field sport track facing a difficult choice and dilemma with two different business directions as a metaphor for decision crisis

Banks to CSA: robos not ‘attractive alternative’ in event of commissions ban

Further regulatory action isn't yet needed, banks argue, so a ban would carry lots of risk

  • By: Katie Keir
  • June 19, 2017 September 7, 2018
  • 09:59
Double exposure of businessman using the tablet with cityscape and financial graph which have earth and world map on computer blurred background

Move over robos; cyborgs have arrived

Are cyborgs the future of advisory services?

  • By: Staff
  • May 12, 2017 September 7, 2018
  • 07:59
The men and women go hand in hand on the arrow

Advisors must offer collaboration, convenience: IIAC

Industry changes call for advisors to help clients meet life objectives through value and convenience

Magnifying glass highlighting investment stock quotes in business section of newspaper.

‘We’re not replacing advisors with robots’: National Bank on Nest Wealth deal

Why it's smart to invest in fintech, and why most firms are taking it slow

  • By: Katie Keir
  • April 27, 2017 September 7, 2018
  • 08:00
Jenga

How would you structure your practice differently?

Three advisors answer

Colorful acrylic ink in water isolated on white. Abstract background. Color explosion

Time for advisors and robos to declare a truce

After all, research reveals investors want hybrid services

  • By: Staff
  • April 12, 2017 September 7, 2018
  • 15:01
Digital World

How to invest in the robotics revolution

Robots are expected to revolutionize physical labour, and more

Idea

How to stay relevant in the age of robos

Investment managers from BMO and Wealthsimple offered tips

  • By: Simon Doyle
  • February 16, 2017 September 7, 2018
  • 11:01
Emotional Stress, Bankruptcy, Finance

Is your client cheating on you?

You know the signs: she won't return your phone calls and keeps cancelling meetings

  • By: Staff
  • January 26, 2017 September 10, 2018
  • 13:01
Glowing light bulb on wooden wall with drawing charts and

5 ways your firm can adapt to change

Commit to improvement

  • By: Staff
  • December 12, 2016 September 7, 2018
  • 10:41
An American flag

U.S. advisors not shaken by election results: survey

More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals

  • By: Staff
  • November 18, 2016 September 7, 2018
  • 10:51
Sheltering

Rethink risk tolerance questionnaires

Automated tools can be useful

  • By: Katie Keir
  • November 4, 2016 September 7, 2018
  • 00:01
Young business woman working at desk typing on a laptop in office and drinking coffee.

Millennials likelier to support smaller, tech-savvy charities

But smaller, local charities rate poorly in their use of technology

  • By: Staff
  • October 12, 2016 September 10, 2018
  • 13:21
Young plant

Tap new client pools to make your mark

A young advisor Brandon explains how caters to a niche audience

  • By: Katie Keir
  • October 7, 2016 September 10, 2018
  • 00:08
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

Half of investors will switch advisors if their expectations aren’t met

Technological, economic and demographic shifts will transform the industry

  • By: Staff
  • September 21, 2016 September 10, 2018
  • 11:16
Solution

Are smaller investors getting the boot?

What the industry is grappling with

  • By: Staff
  • July 28, 2016 September 10, 2018
  • 13:54

How Pokémon Go helped Nintendo’s stock price

The game has been a boon for Nintendo, which created the app

Businessman conquest of adversity

What your peers forecast for the advice industry

Financial advisors foresee more regulatory changes and technology

  • By: Staff
  • May 25, 2016 September 10, 2018
  • 11:14
Concept of finding solution with many white arrows showing different directions

Finding the right buyer for your book

This article is part of a series

Miniature workers sitting on top of keyboard. Technology concept. Macro photo

Op-ed: Robos offer more support than you think

Don't underestimate the services of digital wealth firms

fintech icon on abstract financial technology background represent Blockchain and Fintech Investment Financial Internet Technology Concept

How to compete with automated advice

It’s about differentiation