How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

4 min read

How financial advisors should respond to cyberattacks

Knowing the right thing to do in advance will minimize damage

By Jonathan Got |December 13, 2023

4 min read

Investors still trapped in Emerge ETFs six months into cease-trade order

The order has prevented investors from cashing out after recent gains for Emerge's six ARK ETFs

By Melissa Shin |October 5, 2023

5 min read

Fintech group pushes for action on open banking, payments modernization

Campaign cites high banking fees, payments processing costs

By Staff |October 4, 2023

2 min read