More than one million people have deposited cheques using CIBC's eDeposit feature, which is available on the bank's mobile app.
Advisor.ca was at the fourth annual Digital Marketing for Financial Services conference, presented by Strategy Institute.
While advisors spend most of their time using computers, 56% say they don’t have integrated technology or processes in place to deliver a consistent client experience across their firm, finds a survey by SEI.
The power of Pinterest is underestimated, writes New York Magazine financial columnist Kevin Roose.
Some people in your online professional network stand above the rest. These experts are respected; they lead industry discussions and shape professional opinion.
IRS has reportedly turned to social media in an effort to nail tax cheats, reports Marketplace.
Blogger and social media manager Stephanie Fusco has had to suffer through a professionally awkward week due to a quirk of LinkedIn.
An advisor gets a glowing online review. That happy client’s praise would make a great addition to her firm’s website. Can she post it?
Find untapped client sources to build your book.
Social media-savvy advisors should prepare for Twitter’s redesign.