Moodys Tax partners with AI firm to offer TOSI tool
The tax on split income rules are viewed as highly complex
Latest news in Technology
Have you ever been trolled online?
Advisors weigh in
- By: Michelle Schriver
- October 25, 2019 October 25, 2019
- 13:01
Using social media to extend your reach
But be wary of your own power
- By: Gil Martinez
- October 25, 2019 October 28, 2019
- 13:00
Decoding your clients
How technology and genetics will impact financial planning
- By: Mark Burgess
- October 25, 2019 October 25, 2019
- 13:00
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
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
Cut a long story short
Craft a compelling narrative about yourself, and put it where everyone will see it
- By: Gil Martinez
- September 20, 2019 September 20, 2019
- 15:00
Assante launches online platform with WealthBar
The digital service is only for Assante clients
- By: Staff
- September 13, 2019 September 13, 2019
- 10:53
How Canadians feel about AI in financial services
A TD report breaks down the enthusiasm, and the unease
- By: Maddie Johnson
- September 13, 2019 September 13, 2019
- 09:39
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
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
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
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
What makes a good advisor website?
Tips for establishing an online presence
- By: Gil Martinez
- May 24, 2019 June 11, 2019
- 09:00
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
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
- By: Mark Burgess
- February 25, 2019 March 26, 2019
- 00:00
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
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
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
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
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
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
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
Why banks are hiring hackers
The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases
- By: Armina Ligaya, The Canadian Press
- November 22, 2018 November 22, 2018
- 12:02
‘The algorithm made me do it!’
How AI could impact regulation, suitability and client interactions
- By: Mark Burgess
- November 21, 2018 November 21, 2018
- 14:12