News and resources for Canada's top financial advisors
Est. 1998
Industry
Report finds the technology is being used to segment clients and generate insights
By James Langton | October 10, 2023
2 min read
Technology
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
By Mark Burgess | September 28, 2023
5 min read
Risks include increased inequality, social disruption
By James Langton | September 14, 2023
Many who remain skeptical may be using the technology already
By Staff, with files from The Canadian Press | August 28, 2023
1 min read
Despite headline declines, core inflation proving resilient
By James Langton | August 17, 2023
Proposed rules would require firms to identify and combat conflicts built into technologies
By James Langton | July 26, 2023
Market Insights
Some of the commitments call for third-party oversight of commercial AI systems
By The Associated Press | July 21, 2023
4 min read
The focus is on serving younger, less knowledgeable clients
July 18, 2023
Long-term investors are likely to be rewarded, PM says
By Maddie Johnson | July 10, 2023
3 min read
Firm uses AI to select products and identify clients at risk of leaving
By Greg Meckbach | June 21, 2023
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