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All adviser firms need to be prepared to run fully digitally to best engage with the next generation of clients, delegates at PA360 heard.

The Globe and Mail Kevin Mulhern Andy/iStockPhoto / Getty Images The key to productivity “is in not spending time, but in investing it,” best-selling author Stephen R. Covey once said. So, why is it that the average financial advisor spends more than 53 hours a week working on many tasks that could easily be automated and free them up to focus on the things they would rather be doing, like building solid relationships with their clients? Specifically, the U.S. research from which that figure was obtained suggests advisors spend an average of 4.2 hours a week on administrative tasks, six ...