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Keyword: Technology

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The new platform offers a range of model portfolios for clients with average account sizes

Businesswoman with schedule diary

ShelfMonitor was created with client-focused reforms in mind

  • By: Staff
  • January 14, 2020 January 14, 2020
  • 12:02
Miniature workers sitting on top of keyboard. Technology concept. Macro photo

Breaking down potential outcomes

Connections system and global datas exchanges over the globe 3D rendering elements of this image furnished by NASA

The European Banking Authority says that tech-driven innovations in the banking sector must be ethical and accountable

Communication network concept. Multiple exposure.

The AI-powered platform from Pascal Financial launches this quarter

businessman searching with binoculars

Company picks in AI, 5G and online payments

Communication network concept. Multiple exposure.

The OSC is seeking input on how to support innovative businesses

  • By: Staff
  • January 2, 2020 January 3, 2020
  • 16:32

It was another year of dramatic change in the wealth management industry

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 12:00
woodland creatures

Recruiting clients' children, ETF growth, the next decade of financial advice, and more

  • By: Staff
  • December 23, 2019 December 23, 2019
  • 09:33
life insurance without cash value

The new offering combines self-service with the assistance of an investment advisor

  • By: Staff
  • December 19, 2019 December 19, 2019
  • 13:33