Technology

‘The algorithm made me do it!’

How AI could impact regulation, suitability and client interactions

By Mark Burgess |November 21, 2018

4 min read

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

By Mark Yamada |June 18, 2018

3 min read

Training: Not only for rookies

Veterans explain how they support new team members

By Katie Keir |November 14, 2017

10 min read

Looking at a PowerPoint alternative

Part of providing value to clients is presenting information clearly, visually and concisely. Many advisors rely on PowerPoint for such presentations, but there’s another option out there. Microsoft has launched a cloud-only presentation app called Sway. It allows you to create a web-ready presentation quickly, either from scratch or using an imported Word document, OneNote […]

By Kevin Cork |November 14, 2017

3 min read