News and resources for Canada's top financial advisors
Est. 1998
Industry
Research finds that the benefits of innovation aren't shared equally
By James Langton |April 21, 2023
2 min read
Advisor's Edge
Founder moves from solving math problems to advisor problems
By Greg Meckbach |March 31, 2023
Estate professionals are also adopting platforms to streamline the administration process
By Rudy Mezzetta |March 31, 2023
3 min read
Unconventional sources are becoming more important
By Mark Burgess |March 29, 2023
5 min read
Tax News
The credits are for investments in clean electricity, clean-tech manufacturing and hydrogen
By The Canadian Press |March 28, 2023
4 min read
Technology
Planning software helps with client engagement
By Greg Meckbach |March 24, 2023
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
By Greg Meckbach |March 20, 2023
Canadian banks are much less exposed to the technology sector
By Ian Bickis, Canadian Press |March 13, 2023
SVB was the 16th largest bank in the U.S., holding $210 billion in assets
By The Associated Press |March 10, 2023
RF Capital CEO Kish Kapoor attributed the problems to technology issues, data transfer challenges and user training
By Rudy Mezzetta |March 3, 2023
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