News and resources for Canada's top financial advisors
Est. 1998
Industry
After a volatile year in markets, more clients say they're willing to work with multiple providers
By Maddie Johnson |July 6, 2023
2 min read
Deloitte reports suggests Canadians are likely to embrace new banking model once it goes live
By Staff |June 30, 2023
Technology
Firm uses AI to select products and identify clients at risk of leaving
By Greg Meckbach |June 21, 2023
3 min read
Data transfer is taking longer than planned
By James Langton |June 1, 2023
1 min read
Without open banking, Canadians' data is at greater risk when they use unregulated apps
By Greg Meckbach |June 1, 2023
Automating the process of collecting and updating KYC information can provide a significant return
By James Langton |May 16, 2023
Planning and Advice
A new paper on finfluencers examines the "wisdom of the anti-skilled crowd"
By Mark Burgess |May 9, 2023
Market Insights
Health care and technology provide opportunities amid uncertainty, PM says
By Maddie Johnson |May 8, 2023
Products
Most of the funds are underperforming their category peers
By Melissa Shin |May 8, 2023
4 min read
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
By Greg Meckbach |May 2, 2023
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