News and resources for Canada's top financial advisors
Technology
There’s still room for human coaching in investing
By Sam Sivarajan |September 11, 2023
3 min read
Firm uses AI to select products and identify clients at risk of leaving
By Greg Meckbach |June 21, 2023
Automating the process of collecting and updating KYC information can provide a significant return
By James Langton |May 16, 2023
2 min read
Economic Indicators
Crypto is too volatile to replace the basic function of money, according to a report
By James Langton |May 9, 2023
Industry
InvestorCOM, a vendor of Mackenzie Investments, had data exposed when hackers targeted a secure file transfer service
By Greg Meckbach |May 2, 2023
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
My Financial Benchmark and Financial Calculators will be in one hub
By Greg Meckbach |January 17, 2023
1 min read
Fewer than one-third of advisors surveyed had a defined marketing strategy
By Staff |December 14, 2022
A welcome industry development gets a critical assessment
By Michelle Schriver |December 2, 2022
4 min read
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