Technology

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

Technology

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

Products

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

Industry

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

Life

IA Financial buying U.S. insurance company Vericity for US$170 million

Vericity includes insurance carrier Fidelity Life and direct-to-consumer agency eFinancial

By The Canadian Press |October 3, 2023

1 min read

Technology

AI tools for financial advisors are already here

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

Technology

The slow work of converting social media followers to clients

Committing to a platform and showing your personality can help with prospecting

By Mark Burgess |September 22, 2023

3 min read

Life

Quebec insurtech continues national expansion

Emma, a digital-only insurance company, hopes to expand coast to coast in 2024

By Nathalie Savaria |September 12, 2023

2 min read

Industry

IOSCO details DeFi policy proposals

Regulators aim to harmonize rules for decentralized finance and traditional finance

By James Langton |September 8, 2023

2 min read

Industry

Conquest partners with CapIntel

Deal brings Conquest software to CapIntel platform

By Staff |August 30, 2023

1 min read

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