DIY trend seen fuelling demand for advisors
A report from Greenwich says technology makes investing more accessible but no less complex
Latest news in Technology
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
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