News and resources for Canada's top financial advisors
Technology
Canadian regulators are also trying to come to grips with regulating crypto trading firms
By James Langton |June 3, 2021
1 min read
One in four clients reported having at least one problem with their firms over the past 12 months
By Rudy Mezzetta |May 27, 2021
2 min read
Even with low interest rates, Bitcoin's risks outweigh the benefits, a report says
By James Langton |February 22, 2021
Planning and Advice
From government benefits to 401(k)s, our experts covered the big topics
By Staff |December 24, 2020
A report outlines the technology changing financial services
By Fiona Collie |October 5, 2020
Industry
The partnership will help the firms track advisors' interactions with clients
By Fiona Collie |August 14, 2020
Advisors look to team high tech with human touch
By Michelle Schriver |July 24, 2020
4 min read
The tool also allows advisors to gather e-signatures from clients
By Staff |July 21, 2020
Advisor's Edge
Virtual meetings aren’t likely to stop when the crisis ends
By Gil Martinez |June 12, 2020
Self-directed firms will need to resolve website problems quickly if they want to keep new clients
By Mark Burgess |May 28, 2020
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