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Equisoft combining online tools for advisors

My Financial Benchmark and Financial Calculators will be in one hub

Social media puzzle cube

Turning social media leads into clients

Fewer than one-third of advisors surveyed had a defined marketing strategy

  • By: Staff
  • December 14, 2022 December 14, 2022
  • 14:02
Digital Signature stock photo

The convenience, trade-offs and pitfalls of e-signatures

A welcome industry development gets a critical assessment

Internet service technology

Leveraging technology to serve your clients

Advisors face a host of challenges integrating new tech

signs for help, support, advice, guidance

Advisor business support growing across Canada’s wealth firms

There's higher demand for advisor coaching and consulting that can't be ignored

  • By: Katie Keir
  • November 24, 2022 November 24, 2022
  • 09:00
young couple meeting with advisor

How to prepare for the hybrid DIY future

Digitization can provide product advice, but clients still want to talk to humans

Jigsaw Puzzle on Blue background

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

U.S. investors not using advisors for crypto: report

Many investors with advisors are trading crypto via platforms such as Coinbase and Binance

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Robo advice shines for borrowers: study

Automated advice optimizes debt management, FCA finds — if consumers let it

young woman in a virtual meeting

Commission-free trading driving satisfaction for DIY investors: J.D. Power

More than one-third of millennial DIY investors surveyed in Canada have invested in cryptocurrencies

  • By: Staff
  • May 26, 2022 May 26, 2022
  • 14:47
young woman in a virtual meeting

DIY trend seen fuelling demand for advisors

A report from Greenwich says technology makes investing more accessible but no less complex

  • By: Staff
  • February 22, 2022 February 22, 2022
  • 15:51
A business person is writing down math formulas on the glass screen in the evening modern panoramic office.

Regulators must face the rise of the machines

IOSCO sets guidance on overseeing AI use for investment firms, asset managers

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Cloud computing transforming brokerage industry, report says

Technology presents opportunities as well as challenges for firms, FINRA said

Bitcoin, Litecoin and Ethereum

Crypto firms struggling to satisfy U.K.’s anti-money laundering rules

Canadian regulators are also trying to come to grips with regulating crypto trading firms

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Investors experiencing service issues at online brokerages: J.D. Power study

One in four clients reported having at least one problem with their firms over the past 12 months

Two golden coins - Bitcoin and Ethereum

Canada’s big banks not likely to join Bitcoin bandwagon: DBRS

Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says

stock market up and down rollercoaster

Top 10 columns from 2020

From government benefits to 401(k)s, our experts covered the big topics

  • By: Staff
  • December 24, 2020 December 24, 2020
  • 09:32
International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Outcome-based investments and other fintech to watch

A report outlines the technology changing financial services

International business network with connected lines, worldwide communication for internet of things, finance, trading, blockchain and web technologies, concept wit businessman using tablet computer (International business network with connected lines,

Salesforce Ventures invests in Hearsay

The partnership will help the firms track advisors' interactions with clients

Close up of human hands using virtual panel

Building a book post-pandemic

Advisors look to team high tech with human touch

Businessman working on Desk office business

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
work-from-home-office

Get ready for your close-up

Virtual meetings aren’t likely to stop when the crisis ends

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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

Senior woman websurfing on digital tablet

Crisis provides opportunity for prospecting online

Webinars replace seminars as advisors look to demonstrate value

senior woman with laptop

How to hold compliant virtual meetings

Tips for video-conferencing with clients