Technology

Building a book post-pandemic Fallback Image Decorative pattern

Technology

Building a book post-pandemic

Advisors look to team high tech with human touch

By Michelle Schriver |July 24, 2020

4 min read

Sun Life app allows advisors to submit digital insurance applications Fallback Image Decorative pattern

Technology

Sun Life app allows advisors to submit digital insurance applications

The tool also allows advisors to gather e-signatures from clients

By Staff |July 21, 2020

1 min read

Get ready for your close-up Get ready for your close-up

Advisor's Edge

Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

By Gil Martinez |June 12, 2020

2 min read

DIY investors less satisfied with their firms: J.D. Power Fallback Image Decorative pattern

Technology

DIY investors less satisfied with their firms: J.D. Power

Self-directed firms will need to resolve website problems quickly if they want to keep new clients

By Mark Burgess |May 28, 2020

2 min read