Apple, Google and Microsoft are fighting over access to your devices and your dollars. Whether you go with all one vendor or mix and match, knowing the state of the industry can help you make the right choice
Files stored on your computers can be lost through hardware failures or software faults. Either way, you have options for an attempt to recover your data. And there are steps you can take to keep your data safe
A single system will replace SEDAR, SEDI, NRD, the cease-trade order database, and the national registration search and discipline list
Technology comes in all shapes and sizes, but will increasingly be dispensed as a service delivered online
Upgrading technology systems is expensive, but continuing to use outdated tech could present big risks for financial services firms
Advisors who offer a healthy balance of personal and technical support will strengthen their client relationships and overcome the most stressful situations
Generally touted as a boon to society, technology may be changing our behaviour for the worse
The technology giant has introduced new smartphones, a refreshed Surface Pro 4, a new Surface Book hybrid laptop and an updated version of its ubiquitous Office software suite. How will these new products help advisors?
John Adams, chairman of the Investment Funds Institute of Canada, explains that the new regulatory environment, shifting demographics, and new technologies all add up to provide advisors with revolutionary — yet powerful new growth opportunities.
David Scandiffio, president & CEO, CIBC Asset Management, discusses the impact of technology on the future of financial advice, including “Robo-advisor” competition and the need to integrate new communications technologies to attract the younger generation of advisors and clients.