Technology

Industry

Crypto trading bot just a Ponzi scheme: SEC

The regulator said investors fell prey to the hype around digital assets

By James Langton |November 4, 2022

2 min read

Industry

FINRA launches high-tech rulebook

Initiative aims to streamline compliance, facilitate automation

By James Langton |October 21, 2022

1 min read

Industry

CFA Institute proposes framework for ethical AI

AI can improve investment management, but it comes with new risks

By Staff |October 19, 2022

1 min read

Technology

How to prepare for the hybrid DIY future

Digitization can provide product advice, but clients still want to talk to humans

By Greg Meckbach |October 11, 2022

2 min read

Market Insights

Choosing tech stocks as interest rates rise

There are still attractive investments in the sector

By Maddie Johnson |October 5, 2022

2 min read

Industry

AdvisorFlow enhances its digital platform

The fintech has partnered with Equisoft to accelerate collection of client data

By Staff |September 29, 2022

1 min read

Industry

Three ways open banking could impact wealth management

Open banking has the potential to automate onboarding, allow for fee comparison and improve risk assessments

By Greg Meckbach |September 16, 2022

2 min read

Technology

Ethereum completes ‘Merge’ upgrade to network

The long-awaited change has implications for investors

By Daniel Calabretta |September 15, 2022

2 min read

Industry

Investment in Canadian fintech firms down more than 50% in first half of 2022: KPMG

Investors are becoming more selective about where they deploy capital

By The Canadian Press |September 8, 2022

2 min read

Economic Indicators

Wanted: Productivity investment

GDP and job markets bounced back from the pandemic, but R&D and business investment still lag

By James Langton |September 1, 2022

2 min read

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