Latest news in Technology

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

Assante launches online platform with WealthBar

The digital service is only for Assante clients

  • By: Staff
  • September 13, 2019 September 13, 2019
  • 10:53
Data Processing as System and Business Informatics

How Canadians feel about AI in financial services

A TD report breaks down the enthusiasm, and the unease

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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
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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
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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
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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
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What makes a good advisor website?

Tips for establishing an online presence

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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

Indian Couple Meeting With Financial Advisor At Home

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
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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
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Virtual Brokers adopts Wealthscope tool

The partnership allows clients to aggregate their assets from other financial institutions

  • By: Staff
  • January 28, 2019 January 28, 2019
  • 11:00
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IA Financial introduces virtual assistant service

Clients can access financial planning tools using Google Assistant

  • By: Staff
  • January 17, 2019 January 17, 2019
  • 10:33
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iA adds savings, mortgage functions to mobile app

The new functions add to existing insurance and savings services

  • By: Staff
  • January 10, 2019 January 10, 2019
  • 11:17
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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 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

  • By: Mark Yamada
  • June 18, 2018 September 21, 2018
  • 00:00
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Training: Not only for rookies

Veterans explain how they support new team members

  • By: Katie Keir
  • November 14, 2017 October 9, 2018
  • 16:16
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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