DIY trend seen fuelling demand for advisors
A report from Greenwich says technology makes investing more accessible but no less complex
A report from Greenwich says technology makes investing more accessible but no less complex
IOSCO sets guidance on overseeing AI use for investment firms, asset managers
Technology presents opportunities as well as challenges for firms, FINRA said
Canadian regulators are also trying to come to grips with regulating crypto trading firms
One in four clients reported having at least one problem with their firms over the past 12 months
Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says
From government benefits to 401(k)s, our experts covered the big topics
A report outlines the technology changing financial services
The partnership will help the firms track advisors' interactions with clients
Advisors look to team high tech with human touch
The tool also allows advisors to gather e-signatures from clients
Virtual meetings aren’t likely to stop when the crisis ends
Self-directed firms will need to resolve website problems quickly if they want to keep new clients
Webinars replace seminars as advisors look to demonstrate value
Tips for video-conferencing with clients
The report said regulators should consider the impact of easier credit, especially as it relates to mortgages
Five Canadian cities ranked in the top 100
But innovation comes with risks, the Basel Committee warns
The tax on split income rules are viewed as highly complex
Advisors weigh in
But be wary of your own power
How technology and genetics will impact financial planning
UQAM professor Richard Guay will chair the scientific committee
WealthBar will invest in Snap Projections to grow the team
Craft a compelling narrative about yourself, and put it where everyone will see it