Technology

How financial planning software companies are prepping for June 25

Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime

By Jonathan Got |April 29, 2024

4 min read

What’s next for proposed class actions arising from last year’s data breach?

"No great blueprint" to manage multiple claims in different provinces, lawyer says

By Michelle Schriver |March 5, 2024

4 min read

Fintech roundup: Advisor introduces new software to manage charitable giving

Plus, Wealthica opens API to other firms

By Jonathan Got |January 26, 2024

4 min read

Italian financial software firm buys Nest Wealth

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