News and resources for Canada's top financial advisors
Technology
Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime
By Jonathan Got |April 29, 2024
4 min read
"No great blueprint" to manage multiple claims in different provinces, lawyer says
By Michelle Schriver |March 5, 2024
Plus, Wealthica opens API to other firms
By Jonathan Got |January 26, 2024
Objectway sees the Toronto-based fintech firm as an "ideal fit" as it looks to expand
By Jonathan Got |January 22, 2024
2 min read
FusionIQ has a new compliance partner, while Croesus works with Mako on KYC
By Jonathan Got |December 15, 2023
Knowing the right thing to do in advance will minimize damage
By Jonathan Got |December 13, 2023
"There's no replacement for knowing your clients when it comes to protecting them from fraud"
By Jonathan Got |December 11, 2023
3 min read
Firms look to make financial advice more efficient and client-focused
By Maddie Johnson |October 26, 2023
From meeting prep to constructing financial plans, here's how advisors are making use of new tech
By Mark Burgess |September 28, 2023
5 min read
Committing to a platform and showing your personality can help with prospecting
By Mark Burgess |September 22, 2023
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.