Technology

How Manulife Securities-Fidelity deal signals a larger trend Fallback Image Decorative pattern

Industry

How Manulife Securities-Fidelity deal signals a larger trend

Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities

By Greg Meckbach |March 20, 2023

2 min read

Equisoft combining online tools for advisors Equisoft combining online tools for advisors

Technology

Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

By Greg Meckbach |January 17, 2023

1 min read

Turning social media leads into clients Fallback Image Decorative pattern

Technology

Turning social media leads into clients

Fewer than one-third of advisors surveyed had a defined marketing strategy

By Staff |December 14, 2022

2 min read

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

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