Salesforce Ventures invests in Hearsay
The partnership will help the firms track advisors' interactions with clients
Latest news in Technology
Building a book post-pandemic
Advisors look to team high tech with human touch
- By: Michelle Schriver
- July 24, 2020 July 24, 2020
- 13:25
Sun Life app allows advisors to submit digital insurance applications
The tool also allows advisors to gather e-signatures from clients
- By: Staff
- July 21, 2020 July 21, 2020
- 10:36
Get ready for your close-up
Virtual meetings aren’t likely to stop when the crisis ends
- By: Gil Martinez
- June 12, 2020 June 22, 2020
- 09:00
DIY investors less satisfied with their firms: J.D. Power
Self-directed firms will need to resolve website problems quickly if they want to keep new clients
- By: Mark Burgess
- May 28, 2020 May 28, 2020
- 12:33
Crisis provides opportunity for prospecting online
Webinars replace seminars as advisors look to demonstrate value
- By: Mark Burgess
- April 13, 2020 April 13, 2020
- 13:24
How to hold compliant virtual meetings
Tips for video-conferencing with clients
- By: Greg Dalgetty
- March 31, 2020 March 31, 2020
- 11:17
Financial innovation comes with stability risks, C.D. Howe paper says
The report said regulators should consider the impact of easier credit, especially as it relates to mortgages
- By: James Langton
- March 12, 2020 March 12, 2020
- 11:47
Global fintech ranking shows importance of emerging cities
Five Canadian cities ranked in the top 100
- By: Staff
- December 4, 2019 December 4, 2019
- 12:17
More markets dipping their toes into open banking: report
But innovation comes with risks, the Basel Committee warns
- By: James Langton
- November 19, 2019 November 19, 2019
- 13:34
Moodys Tax partners with AI firm to offer TOSI tool
The tax on split income rules are viewed as highly complex
- By: Staff
- November 12, 2019 November 8, 2019
- 09:01
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