How advisors can benefit from AI
Learning to delegate tasks and ask the right questions
Latest news in Technology
Training: Not only for rookies
Veterans explain how they support new team members
- By: Katie Keir
- November 14, 2017 September 7, 2018
- 16:16
How to holistically stress test client portfolios
Go beyond the numbers
- By: Susan Goldberg
- October 13, 2017 September 7, 2018
- 00:16
How being an advisor affects personal financial goals
It can make goal-setting easier
- By: Michelle Schriver
- October 13, 2017 September 7, 2018
- 00:01
Banks to CSA: robos not ‘attractive alternative’ in event of commissions ban
Further regulatory action isn't yet needed, banks argue, so a ban would carry lots of risk
- By: Katie Keir
- June 19, 2017 September 7, 2018
- 09:59
Move over robos; cyborgs have arrived
Are cyborgs the future of advisory services?
- By: Staff
- May 12, 2017 September 7, 2018
- 07:59
Advisors must offer collaboration, convenience: IIAC
Industry changes call for advisors to help clients meet life objectives through value and convenience
- By: Staff, with files from The Canadian Press
- May 3, 2017 September 7, 2018
- 10:29
‘We’re not replacing advisors with robots’: National Bank on Nest Wealth deal
Why it's smart to invest in fintech, and why most firms are taking it slow
- By: Katie Keir
- April 27, 2017 September 7, 2018
- 08:00
How would you structure your practice differently?
Three advisors answer
- By: Michelle Schriver
- April 17, 2017 September 7, 2018
- 12:10
Time for advisors and robos to declare a truce
After all, research reveals investors want hybrid services
- By: Staff
- April 12, 2017 September 7, 2018
- 15:01
How to invest in the robotics revolution
Robots are expected to revolutionize physical labour, and more
- By: Simon Doyle
- March 10, 2017 September 7, 2018
- 00:00
How to stay relevant in the age of robos
Investment managers from BMO and Wealthsimple offered tips
- By: Simon Doyle
- February 16, 2017 September 7, 2018
- 11:01
Is your client cheating on you?
You know the signs: she won't return your phone calls and keeps cancelling meetings
- By: Staff
- January 26, 2017 September 10, 2018
- 13:01
5 ways your firm can adapt to change
Commit to improvement
- By: Staff
- December 12, 2016 September 7, 2018
- 10:41
U.S. advisors not shaken by election results: survey
More than half of the CFA Institute's U.S. members expect the results of the U.S. election to benefit business, survey reveals
- By: Staff
- November 18, 2016 September 7, 2018
- 10:51
Rethink risk tolerance questionnaires
Automated tools can be useful
- By: Katie Keir
- November 4, 2016 September 7, 2018
- 00:01
Millennials likelier to support smaller, tech-savvy charities
But smaller, local charities rate poorly in their use of technology
- By: Staff
- October 12, 2016 September 10, 2018
- 13:21
Tap new client pools to make your mark
A young advisor Brandon explains how caters to a niche audience
- By: Katie Keir
- October 7, 2016 September 10, 2018
- 00:08
Half of investors will switch advisors if their expectations aren’t met
Technological, economic and demographic shifts will transform the industry
- By: Staff
- September 21, 2016 September 10, 2018
- 11:16
Are smaller investors getting the boot?
What the industry is grappling with
- By: Staff
- July 28, 2016 September 10, 2018
- 13:54
How Pokémon Go helped Nintendo’s stock price
The game has been a boon for Nintendo, which created the app
- By: Staff, with files from news wires
- July 22, 2016 September 10, 2018
- 12:10
What your peers forecast for the advice industry
Financial advisors foresee more regulatory changes and technology
- By: Staff
- May 25, 2016 September 10, 2018
- 11:14
Finding the right buyer for your book
This article is part of a series
- By: Doug Carroll
- May 13, 2016 September 10, 2018
- 00:02
Op-ed: Robos offer more support than you think
Don't underestimate the services of digital wealth firms
- By: Katie Keir
- May 2, 2016 September 10, 2018
- 09:47
How to compete with automated advice
It’s about differentiation
- By: Michelle Schriver
- April 8, 2016 September 10, 2018
- 00:09