Home Practice Technology

Latest news in Technology

ERHUI1979 / ISTOCKPHOTO

Moodys Tax partners with AI firm to offer TOSI tool

The tax on split income rules are viewed as highly complex

JOHN HOLCROFT / GETTY IMAGES

Have you ever been trolled online?

Advisors weigh in

MYKYTA DOLMATOV / ISTOCKPHOTO; ICONS: 123RF STOCK PHOTO

Using social media to extend your reach

But be wary of your own power

ILLUSTRATIONS: ANDY BAKER / GETTY IMAGES

Decoding your clients

How technology and genetics will impact financial planning

Close up of human hands using virtual panel

AMF, Finance Montréal create fintech research position

UQAM professor Richard Guay will chair the scientific committee

  • By: Staff
  • October 22, 2019 October 22, 2019
  • 13:01
Close up of senior woman on tablet

WealthBar scoops up financial planning software provider

WealthBar will invest in Snap Projections to grow the team

  • By: Staff
  • October 21, 2019 October 22, 2019
  • 11:26
FERRANTRAITE / ISTOCKPHOTO

Cut a long story short

Craft a compelling narrative about yourself, and put it where everyone will see it

Double exposure of businessman using the tablet with cityscape and financial graph which have earth and world map on computer blurred background

Assante launches online platform with WealthBar

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53
Data Processing as System and Business Informatics

How Canadians feel about AI in financial services

A TD report breaks down the enthusiasm, and the unease

Yatch in ocean

Wealthsimple takes aim at HNW clients with Grayhawk partnership

The firm serving wealthy families will use the Wealthsimple for Advisors platform

  • By: Staff
  • August 15, 2019 August 15, 2019
  • 12:02
Senior woman websurfing on digital tablet

Robo-advisor Smart Money for Her targets women

The platform incorporates assumptions such as longer life expectancy and different career paths

  • By: Staff
  • June 25, 2019 June 25, 2019
  • 12:09
Parliament buildings at sunset

Senate committee urges feds to develop open banking framework

A report called for a registry of third-party providers and an innovation sandbox

  • By: Staff
  • June 21, 2019 June 21, 2019
  • 12:34
young woman with a tablet

Survey finds millennial dissatisfaction with self-directed investment firms

More than one-quarter of the young cohort are thinking about changing firms, J.D. Power says

  • By: Staff
  • June 19, 2019 June 19, 2019
  • 11:42
Young business woman working at desk typing on a laptop in office and drinking coffee.

What makes a good advisor website?

Tips for establishing an online presence

Multi-Ethnic group of students with laptop in campus - Soft sunset Light

Why millennials are more inclined to use robos

A poll shows younger clients have less trust in advisors

  • By: Staff
  • March 1, 2019 March 1, 2019
  • 11:34
MANUEL BREVA COLMEIRO / AFP / GETTY IMAGES

When tech tools are too good, clients may suffer

There’s reason to believe that the more time clients spend checking portfolios, the less likely they are to keep to their plans

Indian Couple Meeting With Financial Advisor At Home

Majority of investors value working with human advisors: survey

Millennials place greater trust in robo-advisors, compared with older investors

  • By: Staff
  • February 21, 2019 February 21, 2019
  • 10:15
Senior woman websurfing on digital tablet

Wealthsimple introduces premium service for wealthier clients

The service will be available to clients who invest more than $500,000

  • By: Staff
  • January 29, 2019 January 29, 2019
  • 10:11
Close up of senior woman on tablet

Virtual Brokers adopts Wealthscope tool

The partnership allows clients to aggregate their assets from other financial institutions

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 11:00
Close up of senior woman on tablet

IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33
Group Of University Students Relaxing In Common Room

iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17
Close up of senior woman on tablet

BMO payment tool wins digital innovation award

The pilot project is targeting a public launch for the fall

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17
Miniature workers sitting on top of keyboard. Technology concept. Macro photo

Dear Advisor.ca reader: We apologize for this week’s web troubles

You may have noticed fewer newsletters landing in your inbox this week, and fewer news stories populating our home page. We have been experiencing some…

  • By: Staff
  • December 6, 2018 December 21, 2018
  • 15:02
Cybercrime

Why banks are hiring hackers

The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases

Data Processing as System and Business Informatics

‘The algorithm made me do it!’

How AI could impact regulation, suitability and client interactions