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iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

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BMO payment tool wins digital innovation award

The pilot project is targeting a public launch for the fall

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17
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Dear Advisor.ca reader: We apologize for this week’s web troubles

You may have noticed fewer newsletters landing in your inbox this week, and fewer news stories populating our home page. We have been experiencing some…

  • By: Staff
  • December 6, 2018 December 21, 2018
  • 15:02

Why banks are hiring hackers

The big banks are fortifying their defences as the frequency and sophistication of cyberthreats increases

Data Processing as System and Business Informatics

‘The algorithm made me do it!’

How AI could impact regulation, suitability and client interactions

How advisors can benefit from AI

Learning to delegate tasks and ask the right questions

climbing on an artificial training wall

Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 October 9, 2018
  • 16:16
man hand with pen and business report. Accounting

How to holistically stress test client portfolios

Go beyond the numbers

Target and arrows

How being an advisor affects personal financial goals

It can make goal-setting easier

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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
Double exposure of businessman using the tablet with cityscape and financial graph which have earth and world map on computer blurred background

Move over robos; cyborgs have arrived

Are cyborgs the future of advisory services?

  • By: Staff
  • May 12, 2017 September 7, 2018
  • 07:59
The men and women go hand in hand on the arrow

Advisors must offer collaboration, convenience: IIAC

Industry changes call for advisors to help clients meet life objectives through value and convenience

Magnifying glass highlighting investment stock quotes in business section of newspaper.

‘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

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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
Digital World

How to invest in the robotics revolution

Robots are expected to revolutionize physical labour, and more


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
Emotional Stress, Bankruptcy, Finance

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
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5 ways your firm can adapt to change

Commit to improvement

  • By: Staff
  • December 12, 2016 September 7, 2018
  • 10:41
An American flag

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
Young business woman working at desk typing on a laptop in office and drinking coffee.

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
Young plant

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
Multiethnic couple considering investment real estate purchase consulting realtor, interracial family listening attentively to mortgage broker thinking of getting bank loan for buying new home house

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