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Data and personalization are changing the business. Where does the advisor fit in?

Young business woman working at desk typing on a laptop in office and drinking coffee.

Tips for staying focused — and sane — in your new home office

Female hands using mobile banking on white smartphone

The report said regulators should consider the impact of easier credit, especially as it relates to mortgages

The new benefit for group plans is offered through a partnership with insurtech Dialogue Technologies

Communication network concept. Multiple exposure.

The central bank plans to create its own digital currency

Macro shot of a hand of a businessman signing or writing a document on a sheet of white paper using a nibbed fountain pen.

The deal follows Charles Schwab and TD Ameritrade's merger last year

Group Of University Students Relaxing In Common Room

Eric Lemieux has joined the fintech as chief revenue officer


We asked three advisors

Toronto skyline in financial district

Customer satisfaction with digitally delivered advice increased

Parliament Hill building closeup in Ottawa, Canada

An advisory committee will consult on standards for enhancing data protection