Technology

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Dundee rolls out new tech tools

DundeeWealth advisors are getting mobile and going wireless, with iPad 2s pre-loaded with internal content and apps as well as exclusive external content from some of Canada's leading magazines and fund company partners.

By Staff |August 31, 2011

1 min read

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Net stocks trending up

People are using more information than ever before. What types of companies will find new growth opportunities in this rapidly changing ecosystem? The challenge is not just in understanding the technology, but also the fundamental shifts in human communication behaviour.

By Chip Brian |August 1, 2011

2 min read

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Sun Life app serves clients better

Sun Life Financial advisors have a new tool to help their clients make the best investment decisions possible.

By John Powell |July 12, 2011

1 min read

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BMO Harris adopts web-based platform

BMO Harris Private Banking (BMO Harris), one of Canada’s largest wealth managers, has implemented the web access tools of Charles River Development, a front- and middle-office investment software provider. Adopting the Charles River platform will help the firm focus on issues facing advisors, says Richard Mason, head of investment management, BMO Harris Private Banking. “Canada’s […]

By Staff |July 11, 2011

2 min read

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Planning and Advice

An Office in the Clouds

Having recently been struggling with our tiny little network with its single server and five computers (one remote) I have been exploring alternatives to having to constantly deal with the lag for the remote and the occasional hassle from a maintenance point of view.

By Kevin Cork |June 29, 2011

5 min read

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Planning and Advice

Which tablet is right for you?

2011 is going to be the Year of the Tablet. What does that mean to you and me? Personally, I thought 2009 was the Year of the Tablet. It was for me personally because that was the year I bought my Fuji tablet notebook which by the way, I still love and use almost every day.

By Kevin Cork |May 9, 2011

9 min read

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Market Insights

The biotech investing roller coaster

Biotechnology is one of the most interesting sectors of the stock market. In how many other industry groups are companies striving to develop revolutionary new ways to save lives? What other industry matches biotechnology in the sheer number of stocks that could double if their companies’ plans come to fruition?

By Chip Brian |May 1, 2011

3 min read

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M&A deals point to tech strength

Technology deals soared to US$119 billion in 2010, as the push for smart technology drove global M&A deal value and set the stage for a robust 2011, according to a recent report by Ernst & Young. “Last year’s deals reflect the demand for smart everything,” says Karen Atkinson, partner and national technology industry leader with […]

By Vikram Barhat |February 15, 2011

2 min read

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Planning and Advice

Tech every advisor needs – Part 3

Advisors love their technology so in the final article of our three part series, we’ll share 3 more pieces of technology that help us service our clients.

By Mathieu Paradis |December 10, 2010

4 min read

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Cautious Canadians are taking risks

A new survey suggests that while Canadians think of themselves as risk-averse, they are leaving themselves and their families open to massive liabilities by under-insuring. According to the TD Insurance Risky Business Poll, the majority of Canadians say they’re cautious and avoid risk (55%), with only 8% saying they are risk-takers. No surprise, given the […]

By Staff |November 24, 2010

2 min read

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