News and resources for Canada's top financial advisors
Est. 1998
Technology
Knowing the right thing to do in advance will minimize damage
By Jonathan Got |December 13, 2023
4 min read
Products
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
Industry
Campaign cites high banking fees, payments processing costs
By Staff |October 4, 2023
2 min read
Life
Vericity includes insurance carrier Fidelity Life and direct-to-consumer agency eFinancial
By The Canadian Press |October 3, 2023
1 min read
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
By Mark Burgess |September 28, 2023
Committing to a platform and showing your personality can help with prospecting
By Mark Burgess |September 22, 2023
3 min read
Emma, a digital-only insurance company, hopes to expand coast to coast in 2024
By Nathalie Savaria |September 12, 2023
Regulators aim to harmonize rules for decentralized finance and traditional finance
By James Langton |September 8, 2023
Deal brings Conquest software to CapIntel platform
By Staff |August 30, 2023
Many who remain skeptical may be using the technology already
By Staff, with files from The Canadian Press |August 28, 2023
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