The future of advice is now

Technology makes advisor life easier – and frees up more time for clients, which is critical for success: Morningstar Executive Forum

Ruth Saldanha 24 October, 2019 | 1:03AM

Moving walkway

The evolution of the financial industry in Canada has picked up in pace, with technology leading the charge. However, unless the client remains front and center, any new model will be doomed to fail.

Yesterday’s Morningstar Executive Forum focused on the future of financial advice, the role of technology in building scale, and new skills and models that advisors will need to thrive.

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Ruth Saldanha

Ruth Saldanha  Ruth Saldanha is Senior Editor at Morningstar.ca

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