Technology

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

By Michelle Schriver |December 2, 2022

4 min read

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

By Maddie Johnson |November 25, 2022

2 min read

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

By Katie Keir |November 24, 2022

3 min read

How to prepare for the hybrid DIY future

Digitization can provide product advice, but clients still want to talk to humans

By Greg Meckbach |October 11, 2022

2 min read