Get ready for your close-up
Virtual meetings aren’t likely to stop when the crisis ends
Latest news in Technology
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
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