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The New Advisor Desktop: it’s not just for desktops anymore

Let’s talk about your desk for a minute. Yes, that’s right. Your desk. That indispensable piece of furniture that provides a home to your computer, cup of coffee, print outs, pens, tchotchkes, and what have you.

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Financial Services Innovation and Insights

It’s 3:45 a.m. and my alarm is screaming at me to wake up. I reach for my phone to stop the blasphemous racket. By instinct, I manage to shut it off but the noise keeps blaring. I realize that I had set the alarm on my tablet as well. Good thing too, because that's the alarm that brought me to my senses. As someone predisposed to staying up late rather than waking early, the hour is more familiar for being the end of a day than the start of one.

In: Insurance
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Fintech Helps Advisors to Serve Clients’ Best Interests

For me, wealth management is more than just a target vertical that we serve at NexJ. It’s also my personal area of interest– not just from a fintech perspective, but also from a business and industry perspective. As part of that interest, I keep my own wealth advice training up-to-date with the Canadian Securities Institute (CSI). 

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