There is a need to adapt to change, but not just for millennial clients, panel discussion recommends
Choosing the right printer involves a balance between cost and performance. You also must consider issues such as the number of people using the printer, the cost of cartridges and other functions, such as scanning
A modern financial advisory practice should incorporate technology in ways that make it more convenient for clients to work with you
Technology woes continue
Company partners with Doxim to produce clearer, more engaging client reporting
MaRS Discovery District, an innovation hub in downtown Toronto, is bringing together several early-stage financial technology firms in a “FinTech Cluster” designed to promote startups developing next-generation technologies. And several of these technologies have direct implications for the financial advisory community. MaRS is an independent, not-for-profit entity that provides space and support for startups in […]
Tech Tips: There are several ways that standard personal computers can be adapted to provide special support for seniors who are less comfortable with technology. These options can help your senior clients - and you - deal effectively with their financial affairs
Establishing off-site data storage for your business has two key benefits over the use of cloud-based storage providers: Your sensitive files can't be accessed by a third party, such as a government agency, and a private cloud can be considerably cheaper
The financial industry, academics, and tech start-ups to become partners in innovation
Rules aim to reduce the occurrence of technology issues and improve the U.S. securities industry’s resilience