Advisor's Edge

What’s new in wealth tech?

Advisor's Edge

What’s new in wealth tech?

Fintech partners are helping advisors manage investments, planning and compliance

By Daniel Calabretta |February 4, 2022

3 min read

Ontario’s estate audit rules keep executors honest

Advisor's Edge

Ontario’s estate audit rules keep executors honest

While audits are uncommon, rules introduced in 2015 ensure stringent reporting of assets

By Rudy Mezzetta |February 4, 2022

4 min read

Pandemic accelerates wealth management industry’s “war for talent”

Advisor's Edge

Pandemic accelerates wealth management industry’s “war for talent”

Employees everywhere are rethinking work. Advisors are no exception.

By Michael McKiernan |February 4, 2022

7 min read

Does your marketing mislead clients?

Advisor's Edge

Does your marketing mislead clients?

The client-focused reforms put advisor titles and awards under scrutiny

By Michelle Schriver |February 4, 2022

3 min read