News and resources for Canada's top financial advisors
Est. 1998
Life
Emma, a digital-only insurance company, hopes to expand coast to coast in 2024
By Nathalie Savaria | September 12, 2023
2 min read
Industry
Regulators aim to harmonize rules for decentralized finance and traditional finance
By James Langton | September 8, 2023
Recession fears and inflation weigh on activity, a KPMG report says
By The Canadian Press | August 17, 2023
1 min read
The transition will be finalized as of Jan. 1, 2024
By Katie Keir | July 24, 2023
Technology
Firm uses AI to select products and identify clients at risk of leaving
By Greg Meckbach | June 21, 2023
3 min read
Without open banking, Canadians' data is at greater risk when they use unregulated apps
By Greg Meckbach | June 1, 2023
Research finds that the benefits of innovation aren't shared equally
By James Langton | April 21, 2023
Advisor's Edge
Founder moves from solving math problems to advisor problems
By Greg Meckbach | March 31, 2023
Planning software helps with client engagement
By Greg Meckbach | March 24, 2023
Tighter funding conditions are squeezing upstarts, benefiting traditional firms
By James Langton | February 16, 2023
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