My Financial Benchmark and Financial Calculators will be in one hub
The investment will allow IG advisors to integrate mortgages with financial plans
This emerging model requires investment in integrated tech
Advisors face a host of challenges integrating new tech
Realizing technology’s full potential for the profession requires a thoughtful, proactive approach
Advisors say they are not consulted when their firms foist new software systems on them. Here's how some firms get it right
Digitization can provide product advice, but clients still want to talk to humans
The lifeco is expanding its Vitality program to universal life and par policies
Digital tools, an intuitive client database and a support team can help streamline the onboarding process for advisors
GDP and job markets bounced back from the pandemic, but R&D and business investment still lag