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Latest news in Technology
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
The convenience, trade-offs and pitfalls of e-signatures
A welcome industry development gets a critical assessment
- By: Michelle Schriver
- December 2, 2022 December 2, 2022
- 16:53
Leveraging technology to serve your clients
Advisors face a host of challenges integrating new tech
- By: Maddie Johnson
- November 25, 2022 November 25, 2022
- 09:32
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
How to prepare for the hybrid DIY future
Digitization can provide product advice, but clients still want to talk to humans
- By: Greg Meckbach
- October 11, 2022 October 11, 2022
- 13:08
Ethereum completes ‘Merge’ upgrade to network
The long-awaited change has implications for investors
- By: Daniel Calabretta
- September 15, 2022 September 15, 2022
- 09:58
U.S. investors not using advisors for crypto: report
Many investors with advisors are trading crypto via platforms such as Coinbase and Binance
- By: Daniel Calabretta
- September 13, 2022 September 13, 2022
- 15:32
Robo advice shines for borrowers: study
Automated advice optimizes debt management, FCA finds — if consumers let it
- By: James Langton
- August 30, 2022 August 30, 2022
- 15:42
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
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
Regulators must face the rise of the machines
IOSCO sets guidance on overseeing AI use for investment firms, asset managers
- By: James Langton
- September 7, 2021 September 7, 2021
- 14:43
Cloud computing transforming brokerage industry, report says
Technology presents opportunities as well as challenges for firms, FINRA said
- By: James Langton
- August 16, 2021 August 16, 2021
- 15:32
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
- By: James Langton
- June 3, 2021 June 3, 2021
- 14:02
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
- By: Rudy Mezzetta
- May 27, 2021 May 27, 2021
- 12:31
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
- By: James Langton
- February 22, 2021 February 22, 2021
- 13:15
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
Outcome-based investments and other fintech to watch
A report outlines the technology changing financial services
- By: Fiona Collie
- October 5, 2020 October 5, 2020
- 15:56
Salesforce Ventures invests in Hearsay
The partnership will help the firms track advisors' interactions with clients
- By: Fiona Collie
- August 14, 2020 August 14, 2020
- 10:59
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