Mobile tech is key, advisors say, but some firms fall short
The key to managing a successful strategy for your team to work from home is to maintain a structure while accommodating staff members' personal needs
It's still possible to build your book during a pandemic
The first step in dealing with a client's online accounts is to persuade them of the importance of addressing these assets in a will and estate plan
Wealthtech firm provides free subscriptions to Prevail by Pascal until July 1
Platforms like Skype and Zoom allow you to meet with clients virtually, but it’s essential that you protect your clients’ personal information
Glenn Reiner, Parham Nasseri and Karen Makedon have all joined the Toronto-based fintech provider
A home office environment shouldn’t mean you’re working 24/7
The buy side spends more on tech for trading in less liquid assets
How being transparent with your clients can help build stronger relationships